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HBLSX vs WBALX
HBLSX vs WBALX Comparison
Open Charts HBLSX vs WBALX
Hartford Balanced Income R4
Price$14.93
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
Weitz Conservative Allocation-Inv Cl
Price$17.11
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets237.91M
HBLSX vs WBALX Comparison Chart in %
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HBLSX vs. WBALX commentary
Jul 28, 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: 11.9B vs. WBALX (238M). HBLSX pays higher dividends than WBALX: HBLSX (3.24) vs WBALX (2.00). 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 (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 : 4.97 vs. WBALX (1.73). WBALX return over 5 years is better than : 21.96 vs. HBLSX (14.73).
| 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 | 6.452 | 2.456 | 263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 238M | 5,000% |
| Annual Yield % from dividends | 3.24 | 2.00 | 162% |
| Returns for 1 year | 4.97 | 1.73 | 287% |
| Returns for 3 years | 14.34 | 15.10 | 95% |
| Returns for 5 years | 14.73 | 21.96 | 67% |
| Returns for 10 years | 41.17 | 39.44 | 104% |
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