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HBLRX vs WBALX
HBLRX vs WBALX Comparison
Open Charts HBLRX vs WBALX
Hartford Balanced Income R3
Price$15.12
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.79B
Weitz Conservative Allocation-Inv Cl
Price$17.10
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets227.31M
HBLRX vs WBALX Comparison Chart in %
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HBLRX vs. WBALX commentary
Oct 18, 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 HBLRX is a Hold and WBALX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. WBALX (227M). HBLRX pays higher dividends than WBALX: HBLRX (2.89) vs WBALX (1.98). HBLRX was incepted earlier than WBALX: HBLRX (15 years) vs WBALX (22 years). HBLRX (1.28) is less costly to investors than WBALX (1.00). HBLRX is a more actively managed with annual turnover of: 61.00 vs. WBALX (25.00). HBLRX has a lower initial minimum investment than WBALX: HBLRX (0) vs WBALX (2500). HBLRX annual gain was more profitable for investors over the last year : 1.44 vs. WBALX (-2.33). WBALX return over 5 years is better than : 18.12 vs. HBLRX (13.58).
| HBLRX | WBALX | HBLRX / WBALX | |
| Total Expense Ratio | 1.28 | 0.85 | 151% |
| Annual Report Gross Expense Ratio | 1.28 | 1.00 | 128% |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | 8.210 | 2.096 | 392% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 227M | 5,198% |
| Annual Yield % from dividends | 2.89 | 1.98 | 146% |
| Returns for 1 year | 1.44 | -2.33 | -62% |
| Returns for 3 years | 23.47 | 20.55 | 114% |
| Returns for 5 years | 13.58 | 18.12 | 75% |
| Returns for 10 years | 40.45 | 40.10 | 101% |
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