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HBLIX vs WBAIX
HBLIX vs WBAIX Comparison
Open Charts HBLIX vs WBAIX
Hartford Balanced Income I
Price$15.12
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
Weitz Conservative Allocation-Instl Cl
Price$17.93
Change+$0.02 (+0.11%)
VolumeN/A
CapitalizationN/A
HBLIX vs WBAIX Comparison Chart
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HBLIX vs. WBAIX commentary
Nov 14, 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 HBLIX is a Sell and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.5B vs. WBAIX (245M). 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 : 16.01 vs. WBAIX (13.38). WBAIX return over 5 years is better than : 28.58 vs. HBLIX (16.86).
| 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 | 8.632 | 9.081 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 245M | 5,102% |
| Annual Yield % from dividends | 3.59 | 1.64 | 219% |
| Returns for 1 year | 16.01 | 13.38 | 120% |
| Returns for 3 years | -0.23 | 4.97 | -5% |
| Returns for 5 years | 16.86 | 28.58 | 59% |
| Returns for 10 years | 40.34 | N/A | - |
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