Interact to see
Advertisement
Advertisement
HBLIX vs WBAIX
HBLIX vs WBAIX Comparison
Open Charts HBLIX vs WBAIX
Hartford Balanced Income I
Price$14.65
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets11.77B
Weitz Conservative Allocation-Instl Cl
Price$16.93
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets231.38M
HBLIX vs WBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLIX vs. WBAIX commentary
Jul 17, 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 Hold and WBAIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. WBAIX (231M). HBLIX pays higher dividends than WBAIX: HBLIX (3.58) vs WBAIX (2.10). 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 (25.00). 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 : 2.59 vs. WBAIX (-0.75). WBAIX return over 5 years is better than : 21.49 vs. HBLIX (15.19).
| 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 | 4.871 | 1.043 | 467% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 231M | 5,108% |
| Annual Yield % from dividends | 3.58 | 2.10 | 171% |
| Returns for 1 year | 2.59 | -0.75 | -345% |
| Returns for 3 years | 15.80 | 15.28 | 103% |
| Returns for 5 years | 15.19 | 21.49 | 71% |
| Returns for 10 years | 41.10 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers