Ad is loading...
HBLIX vs WBALX
HBLIX vs WBALX Comparison
Open Charts HBLIX vs WBALX
Hartford Balanced Income I
Price$14.27
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
Weitz Conservative Allocation-Inv Cl
Price$16.82
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets234.41M
HBLIX vs WBALX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLIX vs. WBALX commentary
May 09, 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 WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. WBALX (234M). HBLIX pays higher dividends than WBALX: HBLIX (3.65) vs WBALX (2.02). HBLIX was incepted earlier than WBALX: HBLIX (15 years) vs WBALX (22 years). WBALX (1.02) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. WBALX (27.00). HBLIX has a lower initial minimum investment than WBALX: HBLIX (2000) vs WBALX (2500). HBLIX annual gain was more profitable for investors over the last year : 3.04 vs. WBALX (0.52). WBALX return over 5 years is better than : 24.34 vs. HBLIX (19.42).
| HBLIX | WBALX | HBLIX / WBALX | |
| Total Expense Ratio | 0.65 | 0.85 | 76% |
| Annual Report Gross Expense Ratio | 0.65 | 1.02 | 64% |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | 1.653 | -0.653 | -253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 234M | 5,000% |
| Annual Yield % from dividends | 3.65 | 2.02 | 181% |
| Returns for 1 year | 3.04 | 0.52 | 586% |
| Returns for 3 years | 9.85 | 10.50 | 94% |
| Returns for 5 years | 19.42 | 24.34 | 80% |
| Returns for 10 years | 35.01 | 28.50 | 123% |
View a ticker or compare two or three
VS
VS
Ad is loading...