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HBLSX vs WBALX
HBLSX vs WBALX Comparison
Open Charts HBLSX vs WBALX
Hartford Balanced Income R4
Price$14.30
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
Weitz Conservative Allocation-Inv Cl
Price$16.49
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets229.66M
HBLSX vs WBALX Comparison Chart
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HBLSX vs. WBALX commentary
Apr 25, 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: 11.5B vs. WBALX (230M). 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 : 3.11 vs. WBALX (-1.17). WBALX return over 5 years is better than : 23.71 vs. HBLSX (15.97).
| 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 | 0.281 | -2.552 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 230M | 5,000% |
| Annual Yield % from dividends | 3.26 | 2.01 | 162% |
| Returns for 1 year | 3.11 | -1.17 | -266% |
| Returns for 3 years | 4.27 | 6.11 | 70% |
| Returns for 5 years | 15.97 | 23.71 | 67% |
| Returns for 10 years | 28.95 | 25.42 | 114% |
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