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HBLIX vs WBAIX
HBLIX vs WBAIX Comparison
Open Charts HBLIX vs WBAIX
Hartford Balanced Income I
Price$14.38
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
Weitz Conservative Allocation-Instl Cl
Price$17.06
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets239.98M
HBLIX vs WBAIX Comparison Chart
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HBLIX vs. WBAIX commentary
Jan 19, 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: 12.1B vs. WBAIX (240M). HBLIX pays higher dividends than WBAIX: HBLIX (3.59) vs WBAIX (1.64). HBLIX was incepted earlier than WBAIX: HBLIX (15 years) vs WBAIX (6 years). HBLIX is a more actively managed with annual turnover of: 57.00 vs. WBAIX (20.00). 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 : 6.30 vs. WBAIX (4.96). WBAIX return over 5 years is better than : 21.01 vs. HBLIX (9.44).
| HBLIX | WBAIX | HBLIX / WBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 1.410 | 0.889 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 240M | 5,042% |
| Annual Yield % from dividends | 3.59 | 1.64 | 219% |
| Returns for 1 year | 6.30 | 4.96 | 127% |
| Returns for 3 years | 1.16 | 5.88 | 20% |
| Returns for 5 years | 9.44 | 21.01 | 45% |
| Returns for 10 years | 36.30 | N/A | - |