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HBLTX vs WBALX
HBLTX vs WBALX Comparison
Open Charts HBLTX vs WBALX
Hartford Balanced Income R5
Price$15.24
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.96B
Weitz Conservative Allocation-Inv Cl
Price$17.06
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets230.82M
HBLTX vs WBALX Comparison Chart in %
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HBLTX vs. WBALX commentary
Sep 17, 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 HBLTX is a Hold and WBALX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. WBALX (231M). HBLTX pays higher dividends than WBALX: HBLTX (3.46) vs WBALX (1.97). HBLTX was incepted earlier than WBALX: HBLTX (15 years) vs WBALX (22 years). WBALX (1.00) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. WBALX (25.00). HBLTX has a lower initial minimum investment than WBALX: HBLTX (0) vs WBALX (2500). HBLTX annual gain was more profitable for investors over the last year : 2.80 vs. WBALX (-1.61). WBALX return over 5 years is better than : 19.82 vs. HBLTX (17.67).
| HBLTX | WBALX | HBLTX / WBALX | |
| Total Expense Ratio | 0.66 | 0.85 | 78% |
| Annual Report Gross Expense Ratio | 0.66 | 1.00 | 66% |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | 8.749 | 2.216 | 395% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 231M | 5,195% |
| Annual Yield % from dividends | 3.46 | 1.97 | 175% |
| Returns for 1 year | 2.80 | -1.61 | -174% |
| Returns for 3 years | 20.11 | 17.54 | 115% |
| Returns for 5 years | 17.67 | 19.82 | 89% |
| Returns for 10 years | 51.21 | 42.74 | 120% |
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