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HBLRX vs WBAIX
HBLRX vs WBAIX Comparison
Open Charts HBLRX vs WBAIX
Hartford Balanced Income R3
Price$15.39
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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HBLRX vs WBAIX Comparison Chart
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HBLRX 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 HBLRX is a Buy and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.7B vs. WBAIX (240M). HBLRX pays higher dividends than WBAIX: HBLRX (2.97) vs WBAIX (1.64). HBLRX was incepted earlier than WBAIX: HBLRX (14 years) vs WBAIX (5 years). HBLRX is a more actively managed with annual turnover of: 57.00 vs. WBAIX (20.00). HBLRX has a lower initial minimum investment than WBAIX: HBLRX (0) vs WBAIX (1000000). HBLRX annual gain was more profitable for investors over the last year : 14.31 vs. WBAIX (10.68). WBAIX return over 5 years is better than : 28.64 vs. HBLRX (15.44).
| HBLRX | WBAIX | HBLRX / WBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 8.176 | 7.802 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 240M | 5,292% |
| Annual Yield % from dividends | 2.97 | 1.64 | 181% |
| Returns for 1 year | 14.31 | 10.68 | 134% |
| Returns for 3 years | -0.67 | 6.26 | -11% |
| Returns for 5 years | 15.44 | 28.64 | 54% |
| Returns for 10 years | 34.47 | N/A | - |
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