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HBLSX vs WBALX
HBLSX vs WBALX Comparison
Open Charts HBLSX vs WBALX
Hartford Balanced Income R4
Price$14.62
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.74B
Weitz Conservative Allocation-Inv Cl
Price$17.01
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets233.91M
HBLSX vs WBALX Comparison Chart
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HBLSX vs. WBALX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.7B vs. WBALX (234M). 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 (27.00). 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 : 3.47 vs. WBALX (1.01). WBALX return over 5 years is better than : 20.70 vs. HBLSX (11.71).
| 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 | 3.251 | 0.653 | 498% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 234M | 5,000% |
| Annual Yield % from dividends | 3.26 | 1.99 | 164% |
| Returns for 1 year | 3.47 | 1.01 | 345% |
| Returns for 3 years | 7.22 | 10.76 | 67% |
| Returns for 5 years | 11.71 | 20.70 | 57% |
| Returns for 10 years | 35.82 | 31.12 | 115% |
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