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HBLSX vs WBALX
HBLSX vs WBALX Comparison
Open Charts HBLSX vs WBALX
Hartford Balanced Income R4
Price$15.14
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets11.79B
Weitz Conservative Allocation-Inv Cl
Price$17.12
Change+$0.07 (+0.41%)
VolumeN/A
Net Assets227.89M
HBLSX vs WBALX Comparison Chart in %
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HBLSX vs. WBALX commentary
Oct 16, 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: 11.8B vs. WBALX (228M). HBLSX pays higher dividends than WBALX: HBLSX (3.18) vs WBALX (1.98). 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 : 2.16 vs. WBALX (-2.27). WBALX return over 5 years is better than : 18.43 vs. HBLSX (15.38).
| 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 | 8.381 | 2.096 | 400% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 228M | 5,175% |
| Annual Yield % from dividends | 3.18 | 1.98 | 161% |
| Returns for 1 year | 2.16 | -2.27 | -95% |
| Returns for 3 years | 25.72 | 21.78 | 118% |
| Returns for 5 years | 15.38 | 18.43 | 83% |
| Returns for 10 years | 43.71 | 40.00 | 109% |
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