HBLSX
Price
$14.86
Change
+$0.08 (+0.54%)
Updated
Jul 1 closing price
Net Assets
11.89B
WBALX
Price
$17.03
Change
+$0.02 (+0.12%)
Updated
Jul 2 closing price
Net Assets
234.43M
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HBLSX vs WBALX

Header iconHBLSX vs WBALX Comparison
Open Charts HBLSX vs WBALXBanner chart's image
Hartford Balanced Income R4
Price$14.86
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets11.89B
Weitz Conservative Allocation-Inv Cl
Price$17.03
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets234.43M
HBLSX vs WBALX Comparison Chart in %
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HBLSX vs. WBALX commentary
Jul 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. WBALX (234M). HBLSX pays higher dividends than WBALX: HBLSX (3.24) vs WBALX (2.00). 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 (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 : 6.60 vs. WBALX (2.09). WBALX return over 5 years is better than : 23.39 vs. HBLSX (16.87).
HBLSXWBALXHBLSX / WBALX
Total Expense Ratio0.960.85113%
Annual Report Gross Expense Ratio0.961.0294%
Fund Existence15 years22 years-
Gain YTD5.3831.438374%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B234M5,085%
Annual Yield % from dividends3.242.00162%
Returns for 1 year6.602.09316%
Returns for 3 years15.1915.5198%
Returns for 5 years16.8723.3972%
Returns for 10 years39.6538.26104%
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