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HBLSX vs WBALX
HBLSX vs WBALX Comparison
Open Charts HBLSX vs WBALX
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.
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).
| 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 | 5.383 | 1.438 | 374% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 234M | 5,085% |
| Annual Yield % from dividends | 3.24 | 2.00 | 162% |
| Returns for 1 year | 6.60 | 2.09 | 316% |
| Returns for 3 years | 15.19 | 15.51 | 98% |
| Returns for 5 years | 16.87 | 23.39 | 72% |
| Returns for 10 years | 39.65 | 38.26 | 104% |
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