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HBLSX vs WBALX
HBLSX vs WBALX Comparison
Open Charts HBLSX vs WBALX
Hartford Balanced Income R4
Price$14.55
Change-$0.55 (-3.64%)
VolumeN/A
CapitalizationN/A
Weitz Conservative Allocation-Inv Cl
Price$17.02
Change-$0.03 (-0.18%)
VolumeN/A
CapitalizationN/A
HBLSX vs WBALX Comparison Chart
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HBLSX vs. WBALX commentary
Dec 18, 2024
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.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.3B vs. WBALX (241M). HBLSX pays higher dividends than WBALX: HBLSX (3.25) vs WBALX (1.54). HBLSX was incepted earlier than WBALX: HBLSX (15 years) vs WBALX (21 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. WBALX (20.00). 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 : 8.72 vs. WBALX (5.56). WBALX return over 5 years is better than : 22.54 vs. HBLSX (13.56).
| HBLSX | WBALX | HBLSX / WBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 7.612 | 4.918 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 241M | 5,104% |
| Annual Yield % from dividends | 3.25 | 1.54 | 211% |
| Returns for 1 year | 8.72 | 5.56 | 157% |
| Returns for 3 years | 3.55 | 3.77 | 94% |
| Returns for 5 years | 13.56 | 22.54 | 60% |
| Returns for 10 years | 37.62 | 28.64 | 131% |
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