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HBLSX vs WBALX
HBLSX vs WBALX Comparison
Open Charts HBLSX vs WBALX
Hartford Balanced Income R4
Price$14.68
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
Weitz Conservative Allocation-Inv Cl
Price$17.03
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets241.19M
HBLSX vs WBALX Comparison Chart
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HBLSX vs. WBALX commentary
Feb 23, 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 StrongBuy and WBALX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.1B vs. WBALX (241M). HBLSX pays higher dividends than WBALX: HBLSX (3.25) vs WBALX (1.54). HBLSX was incepted earlier than WBALX: HBLSX (15 years) vs WBALX (21 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. WBALX (20.00). 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 : 6.48 vs. WBALX (2.50). WBALX return over 5 years is better than : 19.51 vs. HBLSX (8.52).
| HBLSX | WBALX | HBLSX / WBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 2.945 | 1.068 | 276% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 241M | 5,021% |
| Annual Yield % from dividends | 3.25 | 1.54 | 211% |
| Returns for 1 year | 6.48 | 2.50 | 259% |
| Returns for 3 years | 4.38 | 8.58 | 51% |
| Returns for 5 years | 8.52 | 19.51 | 44% |
| Returns for 10 years | 33.13 | 30.54 | 108% |
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