Ad is loading...
HBLRX vs WBALX
HBLRX vs WBALX Comparison
Open Charts HBLRX vs WBALX
Hartford Balanced Income R3
Price$14.35
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
HBLRX vs WBALX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLRX 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 HBLRX is a Buy and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. WBALX (234M). HBLRX pays higher dividends than WBALX: HBLRX (2.99) vs WBALX (2.02). HBLRX was incepted earlier than WBALX: HBLRX (15 years) vs WBALX (22 years). HBLRX (1.28) is less costly to investors than WBALX (1.02). HBLRX is a more actively managed with annual turnover of: 61.00 vs. WBALX (27.00). 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 : 2.44 vs. WBALX (0.52). WBALX return over 5 years is better than : 24.34 vs. HBLRX (16.20).
| HBLRX | WBALX | HBLRX / WBALX | |
| Total Expense Ratio | 1.28 | 0.85 | 151% |
| Annual Report Gross Expense Ratio | 1.28 | 1.02 | 125% |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | 1.481 | -0.653 | -227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 234M | 5,000% |
| Annual Yield % from dividends | 2.99 | 2.02 | 148% |
| Returns for 1 year | 2.44 | 0.52 | 469% |
| Returns for 3 years | 7.90 | 10.50 | 75% |
| Returns for 5 years | 16.20 | 24.34 | 67% |
| Returns for 10 years | 28.50 | 28.50 | 100% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers