Ad is loading...
HBLSX vs WBALX
HBLSX vs WBALX Comparison
Open Charts HBLSX vs WBALX
Hartford Balanced Income R4
Price$14.46
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
Weitz Conservative Allocation-Inv Cl
Price$17.02
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets239.98M
HBLSX vs WBALX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLSX vs. WBALX commentary
Jan 19, 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 Buy and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.1B vs. WBALX (240M). 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 : 5.93 vs. WBALX (4.98). WBALX return over 5 years is better than : 20.32 vs. HBLSX (7.95).
| 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 | 1.403 | 1.009 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 240M | 5,042% |
| Annual Yield % from dividends | 3.25 | 1.54 | 211% |
| Returns for 1 year | 5.93 | 4.98 | 119% |
| Returns for 3 years | 0.23 | 5.56 | 4% |
| Returns for 5 years | 7.95 | 20.32 | 39% |
| Returns for 10 years | 33.07 | 34.56 | 96% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers