HBLSX
Price
$13.65
Change
-$0.03 (-0.22%)
Updated
Sep 25, 6:59 PM EST
WBALX
Price
$16.11
Change
+$0.01 (+0.06%)
Updated
Sep 25, 6:59 PM EST

Compare trend and price HBLSX vs WBALX

Header iconHBLSX vs WBALX Comparison
Open Charts HBLSX vs WBALXBanner chart's image
Hartford Balanced Income R4
Price$13.65
Change-$0.03 (-0.22%)
VolumeN/A
CapitalizationN/A
Weitz Conservative Allocation-Inv Cl
Price$16.11
Change+$0.01 (+0.06%)
VolumeN/A
CapitalizationN/A
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HBLSX vs WBALX Comparison Chart

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VS
HBLSX vs. WBALX commentary
Sep 26, 2023

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: 12.8B vs. WBALX (219M). HBLSX pays higher dividends than WBALX: HBLSX (3.05) vs WBALX (1.28). HBLSX was incepted earlier than WBALX: HBLSX (13 years) vs WBALX (20 years). WBALX (0.99) is less costly to investors than HBLSX (0.94). HBLSX is a more actively managed with annual turnover of: 60.00 vs. WBALX (20.00). HBLSX has a lower initial minimum investment than WBALX: HBLSX (0) vs WBALX (2500). WBALX annual gain was more profitable for investors over the last year : 9.21 vs. HBLSX (2.94). WBALX return over 5 years is better than : 19.48 vs. HBLSX (5.08).
HBLSXWBALXHBLSX / WBALX
Total Expense Ratio0.940.85111%
Annual Report Gross Expense Ratio0.940.9995%
Fund Existence13 years20 years-
Gain YTD0.3125.9255%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets12.8B219M5,845%
Annual Yield % from dividends3.051.28237%
Returns for 1 year2.949.2132%
Returns for 3 years-0.8810.09-9%
Returns for 5 years5.0819.4826%
Returns for 10 years30.4621.49142%
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