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HBLTX vs WBALX
HBLTX vs WBALX Comparison
Open Charts HBLTX vs WBALX
Hartford Balanced Income R5
Price$15.25
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.83B
Weitz Conservative Allocation-Inv Cl
Price$17.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets228.27M
HBLTX vs WBALX Comparison Chart in %
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HBLTX vs. WBALX commentary
Oct 26, 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 Buy and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. WBALX (228M). HBLTX pays higher dividends than WBALX: HBLTX (3.47) vs WBALX (1.98). 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 : 3.82 vs. WBALX (-0.63). WBALX (18.95) and HBLTX (18.62) have equivalent 5 years return.
| 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 | 9.695 | 2.875 | 337% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 228M | 5,175% |
| Annual Yield % from dividends | 3.47 | 1.98 | 175% |
| Returns for 1 year | 3.82 | -0.63 | -602% |
| Returns for 3 years | 24.80 | 19.31 | 128% |
| Returns for 5 years | 18.62 | 18.95 | 98% |
| Returns for 10 years | 47.49 | 40.96 | 116% |
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