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HBLSX vs WBALX
HBLSX vs WBALX Comparison
Open Charts HBLSX vs WBALX
Hartford Balanced Income R4
Price$14.60
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.95B
Weitz Conservative Allocation-Inv Cl
Price$16.85
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets236.93M
HBLSX vs WBALX Comparison Chart
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HBLSX vs. WBALX commentary
Apr 03, 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: 12B vs. WBALX (237M). HBLSX pays higher dividends than WBALX: HBLSX (3.26) vs WBALX (2.01). 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 : 4.26 vs. WBALX (0.06). WBALX return over 5 years is better than : 33.13 vs. HBLSX (28.09).
| 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 | 2.968 | -0.297 | -1,000% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 237M | 5,063% |
| Annual Yield % from dividends | 3.26 | 2.01 | 162% |
| Returns for 1 year | 4.26 | 0.06 | 7,739% |
| Returns for 3 years | 3.68 | 5.38 | 68% |
| Returns for 5 years | 28.09 | 33.13 | 85% |
| Returns for 10 years | 34.06 | 28.87 | 118% |
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