HBLSX
Price
$15.13
Change
+$0.03 (+0.20%)
Updated
Oct 17 closing price
Net Assets
11.81B
WBALX
Price
$17.10
Change
+$0.05 (+0.29%)
Updated
Oct 17 closing price
Net Assets
227.79M
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HBLSX vs WBALX

Header iconHBLSX vs WBALX Comparison
Open Charts HBLSX vs WBALXBanner chart's image
Hartford Balanced Income R4
Price$15.13
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
Weitz Conservative Allocation-Inv Cl
Price$17.10
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets227.79M
HBLSX vs WBALX Comparison Chart in %
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HBLSX vs. WBALX commentary
Oct 20, 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 Buy.

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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 : 2.09 vs. WBALX (-2.04). WBALX return over 5 years is better than : 18.47 vs. HBLSX (15.53).
HBLSXWBALXHBLSX / WBALX
Total Expense Ratio0.960.85113%
Annual Report Gross Expense Ratio0.961.0096%
Fund Existence15 years22 years-
Gain YTD8.7412.396365%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets11.8B228M5,175%
Annual Yield % from dividends3.181.98161%
Returns for 1 year2.09-2.04-103%
Returns for 3 years23.8920.18118%
Returns for 5 years15.5318.4784%
Returns for 10 years44.5140.30110%
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