Interact to see
Advertisement
Advertisement
HBLSX vs WBALX
HBLSX vs WBALX Comparison
Open Charts HBLSX vs WBALX
Hartford Balanced Income R4
Price$15.21
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.96B
Weitz Conservative Allocation-Inv Cl
Price$17.06
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets230.82M
HBLSX vs WBALX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLSX vs. WBALX commentary
Sep 17, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. WBALX (231M). HBLSX pays higher dividends than WBALX: HBLSX (3.17) vs WBALX (1.97). HBLSX was incepted earlier than WBALX: HBLSX (15 years) vs WBALX (22 years). WBALX (1.00) and HBLSX (0.96) have similar cost to investors . 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 : 2.41 vs. WBALX (-1.61). WBALX return over 5 years is better than : 19.82 vs. HBLSX (15.94).
| HBLSX | WBALX | HBLSX / WBALX | |
| Total Expense Ratio | 0.96 | 0.85 | 113% |
| Annual Report Gross Expense Ratio | 0.96 | 1.00 | 96% |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | 8.520 | 2.216 | 384% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 231M | 5,195% |
| Annual Yield % from dividends | 3.17 | 1.97 | 161% |
| Returns for 1 year | 2.41 | -1.61 | -150% |
| Returns for 3 years | 18.96 | 17.54 | 108% |
| Returns for 5 years | 15.94 | 19.82 | 80% |
| Returns for 10 years | 47.45 | 42.74 | 111% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers