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HBLTX vs WBALX
HBLTX vs WBALX Comparison
Open Charts HBLTX vs WBALX
Hartford Balanced Income R5
Price$14.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.64B
Weitz Conservative Allocation-Inv Cl
Price$16.81
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets234.74M
HBLTX vs WBALX Comparison Chart
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HBLTX vs. WBALX commentary
May 12, 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: 11.6B vs. WBALX (235M). HBLTX pays higher dividends than WBALX: HBLTX (3.60) vs WBALX (2.02). HBLTX was incepted earlier than WBALX: HBLTX (15 years) vs WBALX (22 years). WBALX (1.02) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. WBALX (27.00). 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 : 2.50 vs. WBALX (0.64). WBALX return over 5 years is better than : 24.86 vs. HBLTX (19.31).
| HBLTX | WBALX | HBLTX / WBALX | |
| Total Expense Ratio | 0.66 | 0.85 | 78% |
| Annual Report Gross Expense Ratio | 0.66 | 1.02 | 65% |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | 1.636 | -0.237 | -689% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 235M | 4,936% |
| Annual Yield % from dividends | 3.60 | 2.02 | 178% |
| Returns for 1 year | 2.50 | 0.64 | 389% |
| Returns for 3 years | 9.64 | 12.16 | 79% |
| Returns for 5 years | 19.31 | 24.86 | 78% |
| Returns for 10 years | 35.25 | 29.59 | 119% |
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