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HBLTX vs WBALX
HBLTX vs WBALX Comparison
Open Charts HBLTX vs WBALX
Hartford Balanced Income R5
Price$15.27
Change+$0.07 (+0.46%)
VolumeN/A
CapitalizationN/A
Weitz Conservative Allocation-Inv Cl
Price$17.74
Change+$0.08 (+0.45%)
VolumeN/A
CapitalizationN/A
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HBLTX vs WBALX Comparison Chart
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HBLTX vs. WBALX commentary
Oct 12, 2024
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 StrongBuy and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.6B vs. WBALX (243M). HBLTX pays higher dividends than WBALX: HBLTX (3.54) vs WBALX (1.54). HBLTX was incepted earlier than WBALX: HBLTX (14 years) vs WBALX (21 years). HBLTX is a more actively managed with annual turnover of: 57.00 vs. WBALX (20.00). 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 : 17.53 vs. WBALX (11.66). WBALX return over 5 years is better than : 28.39 vs. HBLTX (18.85).
| HBLTX | WBALX | HBLTX / WBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | 8.411 | 7.904 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 243M | 5,185% |
| Annual Yield % from dividends | 3.54 | 1.54 | 229% |
| Returns for 1 year | 17.53 | 11.66 | 150% |
| Returns for 3 years | 1.74 | 6.50 | 27% |
| Returns for 5 years | 18.85 | 28.39 | 66% |
| Returns for 10 years | 44.47 | 39.82 | 112% |
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