Ad is loading...
HBLIX vs WBAIX
HBLIX vs WBAIX Comparison
Open Charts HBLIX vs WBAIX
Hartford Balanced Income I
Price$14.24
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets11.68B
Weitz Conservative Allocation-Instl Cl
Price$16.75
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets233.85M
HBLIX vs WBAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLIX vs. WBAIX commentary
May 02, 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: 11.7B vs. WBAIX (234M). HBLIX pays higher dividends than WBAIX: HBLIX (3.65) vs WBAIX (2.12). 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 : 4.72 vs. WBAIX (1.70). WBAIX return over 5 years is better than : 26.36 vs. HBLIX (19.93).
| 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 | 1.724 | -0.652 | -265% |
| 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 | 3.65 | 2.12 | 172% |
| Returns for 1 year | 4.72 | 1.70 | 278% |
| Returns for 3 years | 8.95 | 10.06 | 89% |
| Returns for 5 years | 19.93 | 26.36 | 76% |
| Returns for 10 years | 34.62 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...