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HBLRX vs WBALX
HBLRX vs WBALX Comparison
Open Charts HBLRX vs WBALX
Hartford Balanced Income R3
Price$15.23
Change-$0.06 (-0.39%)
VolumeN/A
Net Assets11.96B
Weitz Conservative Allocation-Inv Cl
Price$17.09
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets231.66M
HBLRX vs WBALX Comparison Chart in %
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HBLRX vs. WBALX commentary
Sep 15, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. WBALX (232M). HBLRX pays higher dividends than WBALX: HBLRX (2.88) vs WBALX (1.97). 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 : 3.37 vs. WBALX (-0.82). WBALX return over 5 years is better than : 20.68 vs. HBLRX (15.18).
| 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 | 8.435 | 2.336 | 361% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 232M | 5,172% |
| Annual Yield % from dividends | 2.88 | 1.97 | 146% |
| Returns for 1 year | 3.37 | -0.82 | -413% |
| Returns for 3 years | 17.32 | 16.46 | 105% |
| Returns for 5 years | 15.18 | 20.68 | 73% |
| Returns for 10 years | 43.97 | 42.80 | 103% |
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