HBLTX
Price
$13.67
Change
-$0.03 (-0.22%)
Updated
Sep 25, 6:59 PM EST
WBALX
Price
$16.11
Change
+$0.01 (+0.06%)
Updated
Sep 25, 6:59 PM EST

Compare trend and price HBLTX vs WBALX

Header iconHBLTX vs WBALX Comparison
Open Charts HBLTX vs WBALXBanner chart's image
Hartford Balanced Income R5
Price$13.67
Change-$0.03 (-0.22%)
VolumeN/A
CapitalizationN/A
Weitz Conservative Allocation-Inv Cl
Price$16.11
Change+$0.01 (+0.06%)
VolumeN/A
CapitalizationN/A
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HBLTX vs WBALX Comparison Chart

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VS
HBLTX vs. WBALX commentary
Sep 26, 2023

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 Buy.

FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.8B vs. WBALX (219M). HBLTX pays higher dividends than WBALX: HBLTX (3.34) vs WBALX (1.28). HBLTX was incepted earlier than WBALX: HBLTX (13 years) vs WBALX (20 years). WBALX (0.99) is less costly to investors than HBLTX (0.65). HBLTX is a more actively managed with annual turnover of: 60.00 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 : 9.21 vs. HBLTX (3.27). WBALX return over 5 years is better than : 19.48 vs. HBLTX (6.37).
HBLTXWBALXHBLTX / WBALX
Total Expense Ratio0.650.8576%
Annual Report Gross Expense Ratio0.650.9966%
Fund Existence13 years20 years-
Gain YTD0.5445.9259%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets12.8B219M5,845%
Annual Yield % from dividends3.341.28260%
Returns for 1 year3.279.2136%
Returns for 3 years-0.0510.09-1%
Returns for 5 years6.3719.4833%
Returns for 10 years33.4721.49156%
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