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HBLRX vs WBALX
HBLRX vs WBALX Comparison
Open Charts HBLRX vs WBALX
Hartford Balanced Income R3
Price$14.79
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.93B
Weitz Conservative Allocation-Inv Cl
Price$17.05
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets234.77M
HBLRX vs WBALX Comparison Chart in %
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HBLRX vs. WBALX commentary
Jul 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. WBALX (235M). HBLRX pays higher dividends than WBALX: HBLRX (2.94) vs WBALX (2.00). 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 (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 : 4.65 vs. WBALX (1.97). WBALX return over 5 years is better than : 23.11 vs. HBLRX (15.71).
| 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 | 5.872 | 2.037 | 288% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 235M | 5,064% |
| Annual Yield % from dividends | 2.94 | 2.00 | 147% |
| Returns for 1 year | 4.65 | 1.97 | 237% |
| Returns for 3 years | 15.44 | 15.97 | 97% |
| Returns for 5 years | 15.71 | 23.11 | 68% |
| Returns for 10 years | 36.38 | 38.25 | 95% |
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