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HBLFX vs WBALX
HBLFX vs WBALX Comparison
Open Charts HBLFX vs WBALX
Hartford Balanced Income F
Price$15.18
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Weitz Conservative Allocation-Inv Cl
Price$17.66
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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HBLFX vs WBALX Comparison Chart
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HBLFX vs. WBALX commentary
Oct 07, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HBLFX is a Sell and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12.6B vs. WBALX (238M). HBLFX pays higher dividends than WBALX: HBLFX (3.67) vs WBALX (1.54). HBLFX was incepted earlier than WBALX: HBLFX (8 years) vs WBALX (21 years). HBLFX is a more actively managed with annual turnover of: 57.00 vs. WBALX (20.00). WBALX has a lower initial minimum investment than HBLFX: WBALX (2500) vs HBLFX (1000000). HBLFX annual gain was more profitable for investors over the last year : 20.30 vs. WBALX (12.60). WBALX return over 5 years is better than : 28.19 vs. HBLFX (19.34).
| HBLFX | WBALX | HBLFX / WBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 21 years | - |
| Gain YTD | 9.050 | 7.660 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 238M | 5,294% |
| Annual Yield % from dividends | 3.67 | 1.54 | 237% |
| Returns for 1 year | 20.30 | 12.60 | 161% |
| Returns for 3 years | 2.30 | 6.25 | 37% |
| Returns for 5 years | 19.34 | 28.19 | 69% |
| Returns for 10 years | N/A | 37.18 | - |
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