Ad is loading...
HBLTX vs WBALX
HBLTX vs WBALX Comparison
Open Charts HBLTX vs WBALX
Hartford Balanced Income R5
Price$14.29
Change-$0.19 (-1.31%)
VolumeN/A
CapitalizationN/A
Weitz Conservative Allocation-Inv Cl
Price$16.91
Change-$0.05 (-0.29%)
VolumeN/A
CapitalizationN/A
HBLTX vs WBALX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLTX vs. WBALX commentary
Dec 30, 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 HBLTX is a StrongBuy and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. WBALX (239M). HBLTX pays higher dividends than WBALX: HBLTX (3.54) vs WBALX (1.54). HBLTX was incepted earlier than WBALX: HBLTX (15 years) vs WBALX (21 years). HBLTX is a more actively managed with annual turnover of: 57.00 vs. WBALX (20.00). HBLTX has a lower initial minimum investment than WBALX: HBLTX (0) vs WBALX (2500). WBALX annual gain was more profitable for investors over the last year : 4.18 vs. HBLTX (2.88). WBALX return over 5 years is better than : 21.17 vs. HBLTX (9.12).
| HBLTX | WBALX | HBLTX / WBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 2.949 | 4.240 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 239M | 4,979% |
| Annual Yield % from dividends | 3.54 | 1.54 | 229% |
| Returns for 1 year | 2.88 | 4.18 | 69% |
| Returns for 3 years | -1.48 | 2.15 | -69% |
| Returns for 5 years | 9.12 | 21.17 | 43% |
| Returns for 10 years | 34.06 | 31.30 | 109% |
View a ticker or compare two or three
VS
VS
Ad is loading...