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Compare trend and price HBLSX vs WBALX
HBLSX vs WBALX Comparison
Open Charts HBLSX vs WBALX
Hartford Balanced Income R4
Price$14.20
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Weitz Conservative Allocation-Inv Cl
Price$16.88
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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HBLSX vs WBALX Comparison Chart
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HBLSX vs. WBALX commentary
Apr 26, 2024
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: 12.3B vs. WBALX (232M). HBLSX pays higher dividends than WBALX: HBLSX (3.25) vs WBALX (1.54). HBLSX was incepted earlier than WBALX: HBLSX (14 years) vs WBALX (21 years). HBLSX is a more actively managed with annual turnover of: 57.00 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 : 9.93 vs. HBLSX (6.11). WBALX return over 5 years is better than : 24.91 vs. HBLSX (12.75).
| HBLSX | WBALX | HBLSX / WBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | -0.384 | 1.994 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 232M | 5,302% |
| Annual Yield % from dividends | 3.25 | 1.54 | 211% |
| Returns for 1 year | 6.11 | 9.93 | 62% |
| Returns for 3 years | -4.69 | 3.69 | -127% |
| Returns for 5 years | 12.75 | 24.91 | 51% |
| Returns for 10 years | 30.58 | 26.38 | 116% |
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