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HBLSX vs WBALX
HBLSX vs WBALX Comparison
Open Charts HBLSX vs WBALX
Hartford Balanced Income R4
Price$15.17
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.95B
Weitz Conservative Allocation-Inv Cl
Price$17.16
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets233.69M
HBLSX vs WBALX Comparison Chart in %
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HBLSX vs. WBALX commentary
Sep 08, 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 StrongBuy and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. WBALX (234M). HBLSX pays higher dividends than WBALX: HBLSX (3.17) vs WBALX (1.97). 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 : 3.49 vs. WBALX (0.22). WBALX return over 5 years is better than : 20.94 vs. HBLSX (16.03).
| HBLSX | WBALX | HBLSX / WBALX | |
| Total Expense Ratio | 0.96 | 0.85 | 113% |
| Annual Report Gross Expense Ratio | 0.96 | 1.00 | 96% |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | 8.163 | 2.755 | 296% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 234M | 5,128% |
| Annual Yield % from dividends | 3.17 | 1.97 | 161% |
| Returns for 1 year | 3.49 | 0.22 | 1,620% |
| Returns for 3 years | 18.48 | 17.01 | 109% |
| Returns for 5 years | 16.03 | 20.94 | 77% |
| Returns for 10 years | 46.85 | 43.16 | 109% |
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