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HBLTX vs WBALX
HBLTX vs WBALX Comparison
Open Charts HBLTX vs WBALX
Hartford Balanced Income R5
Price$14.90
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.95B
Weitz Conservative Allocation-Inv Cl
Price$17.03
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets234.43M
HBLTX vs WBALX Comparison Chart in %
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HBLTX vs. WBALX commentary
Jul 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. WBALX (234M). HBLTX pays higher dividends than WBALX: HBLTX (3.54) vs WBALX (2.00). 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 (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 : 7.20 vs. WBALX (2.27). WBALX return over 5 years is better than : 23.90 vs. HBLTX (19.25).
| 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 | 6.111 | 1.857 | 329% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 234M | 5,085% |
| Annual Yield % from dividends | 3.54 | 2.00 | 177% |
| Returns for 1 year | 7.20 | 2.27 | 318% |
| Returns for 3 years | 16.87 | 15.99 | 106% |
| Returns for 5 years | 19.25 | 23.90 | 81% |
| Returns for 10 years | 44.01 | 38.84 | 113% |
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