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HBLSX vs WBALX
HBLSX vs WBALX Comparison
Open Charts HBLSX vs WBALX
Hartford Balanced Income R4
Price$14.72
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets11.81B
Weitz Conservative Allocation-Inv Cl
Price$16.88
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets232.61M
HBLSX vs WBALX Comparison Chart in %
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HBLSX vs. WBALX commentary
Jun 27, 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 HBLSX is a Hold and WBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. WBALX (233M). HBLSX pays higher dividends than WBALX: HBLSX (3.26) vs WBALX (1.99). HBLSX was incepted earlier than WBALX: HBLSX (15 years) vs WBALX (22 years). WBALX (1.02) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. WBALX (25.00). HBLSX has a lower initial minimum investment than WBALX: HBLSX (0) vs WBALX (2500). HBLSX annual gain was more profitable for investors over the last year : 6.01 vs. WBALX (1.07). WBALX return over 5 years is better than : 24.46 vs. HBLSX (18.75).
| HBLSX | WBALX | HBLSX / WBALX | |
| Total Expense Ratio | 0.96 | 0.85 | 113% |
| Annual Report Gross Expense Ratio | 0.96 | 1.02 | 94% |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | 5.311 | 0.839 | 633% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 233M | 5,064% |
| Annual Yield % from dividends | 3.26 | 1.99 | 164% |
| Returns for 1 year | 6.01 | 1.07 | 564% |
| Returns for 3 years | 15.11 | 14.60 | 103% |
| Returns for 5 years | 18.75 | 24.46 | 77% |
| Returns for 10 years | 39.97 | 37.65 | 106% |
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