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HBLIX vs WBAIX
HBLIX vs WBAIX Comparison
Open Charts HBLIX vs WBAIX
Hartford Balanced Income I
Price$14.54
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.74B
Weitz Conservative Allocation-Instl Cl
Price$17.06
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets233.91M
HBLIX vs WBAIX Comparison Chart
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HBLIX vs. WBAIX commentary
Jun 07, 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 StrongBuy and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. WBAIX (234M). HBLIX pays higher dividends than WBAIX: HBLIX (3.60) vs WBAIX (2.09). 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 : 3.83 vs. WBAIX (1.17). WBAIX return over 5 years is better than : 21.60 vs. HBLIX (13.32).
| 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 | 3.361 | 0.770 | 436% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 234M | 5,000% |
| Annual Yield % from dividends | 3.60 | 2.09 | 172% |
| Returns for 1 year | 3.83 | 1.17 | 327% |
| Returns for 3 years | 8.26 | 11.29 | 73% |
| Returns for 5 years | 13.32 | 21.60 | 62% |
| Returns for 10 years | 39.22 | N/A | - |
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