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HBLIX vs WBAIX
HBLIX vs WBAIX Comparison
Open Charts HBLIX vs WBAIX
Hartford Balanced Income I
Price$15.33
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Weitz Conservative Allocation-Instl Cl
Price$17.82
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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HBLIX vs WBAIX Comparison Chart
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HBLIX vs. WBAIX commentary
Sep 20, 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 Buy and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.7B 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 (5 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 : 15.00 vs. WBAIX (10.68). WBAIX return over 5 years is better than : 28.64 vs. HBLIX (18.56).
| HBLIX | WBAIX | HBLIX / WBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 8.695 | 7.802 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 240M | 5,292% |
| Annual Yield % from dividends | 3.59 | 1.64 | 219% |
| Returns for 1 year | 15.00 | 10.68 | 140% |
| Returns for 3 years | 1.19 | 6.26 | 19% |
| Returns for 5 years | 18.56 | 28.64 | 65% |
| Returns for 10 years | 41.25 | N/A | - |
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