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HBLIX vs WBAIX
HBLIX vs WBAIX Comparison
Open Charts HBLIX vs WBAIX
Hartford Balanced Income I
Price$14.29
Change-$0.23 (-1.58%)
VolumeN/A
Net Assets11.99B
Weitz Conservative Allocation-Instl Cl
Price$16.67
Change-$0.23 (-1.36%)
VolumeN/A
Net Assets237.33M
HBLIX vs WBAIX Comparison Chart
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HBLIX vs. WBAIX commentary
Apr 04, 2025
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 HBLIX is a Buy and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. WBAIX (237M). HBLIX pays higher dividends than WBAIX: HBLIX (3.60) vs WBAIX (2.11). HBLIX was incepted earlier than WBAIX: HBLIX (15 years) vs WBAIX (6 years). WBAIX (0.77) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. WBAIX (27.00). HBLIX has a lower initial minimum investment than WBAIX: HBLIX (2000) vs WBAIX (1000000). HBLIX annual gain was more profitable for investors over the last year : 4.56 vs. WBAIX (0.58). WBAIX return over 5 years is better than : 34.60 vs. HBLIX (29.82).
| HBLIX | WBAIX | HBLIX / WBAIX | |
| Total Expense Ratio | 0.65 | 0.70 | 93% |
| Annual Report Gross Expense Ratio | 0.65 | 0.77 | 84% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 3.005 | 0.118 | 2,536% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 237M | 5,063% |
| Annual Yield % from dividends | 3.60 | 2.11 | 171% |
| Returns for 1 year | 4.56 | 0.58 | 792% |
| Returns for 3 years | 4.67 | 6.07 | 77% |
| Returns for 5 years | 29.82 | 34.60 | 86% |
| Returns for 10 years | 37.31 | N/A | - |
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