HBLRX
Price
$13.63
Change
-$0.03 (-0.22%)
Updated
Sep 25, 6:59 PM EST
WBALX
Price
$16.11
Change
+$0.01 (+0.06%)
Updated
Sep 25, 6:59 PM EST

HBLRX vs WBALX ᐉ Comparison: Which is Better to Invest?

Header iconHBLRX vs WBALX Comparison
Open Charts HBLRX vs WBALXBanner chart's image
Hartford Balanced Income R3
Price$13.63
Change-$0.03 (-0.22%)
VolumeN/A
CapitalizationN/A
Weitz Conservative Allocation-Inv Cl
Price$16.11
Change+$0.01 (+0.06%)
VolumeN/A
CapitalizationN/A
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HBLRX vs WBALX Comparison Chart

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VS
HBLRX vs. WBALX commentary
Sep 26, 2023

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: 12.8B vs. WBALX (219M). HBLRX pays higher dividends than WBALX: HBLRX (2.77) vs WBALX (1.28). HBLRX was incepted earlier than WBALX: HBLRX (13 years) vs WBALX (20 years). HBLRX (1.24) is less costly to investors than WBALX (0.99). HBLRX is a more actively managed with annual turnover of: 60.00 vs. WBALX (20.00). HBLRX has a lower initial minimum investment than WBALX: HBLRX (0) vs WBALX (2500). WBALX annual gain was more profitable for investors over the last year : 9.21 vs. HBLRX (2.65). WBALX return over 5 years is better than : 19.48 vs. HBLRX (3.72).
HBLRXWBALXHBLRX / WBALX
Total Expense Ratio1.240.85146%
Annual Report Gross Expense Ratio1.240.99125%
Fund Existence13 years20 years-
Gain YTD0.0945.9252%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets12.8B219M5,845%
Annual Yield % from dividends2.771.28216%
Returns for 1 year2.659.2129%
Returns for 3 years-1.6610.09-16%
Returns for 5 years3.7219.4819%
Returns for 10 years27.1821.49126%
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