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Compare trend and price HBLTX vs WBALX
HBLTX vs WBALX Comparison
Open Charts HBLTX vs WBALX
Hartford Balanced Income R5
Price$14.15
Change+$0.07 (+0.50%)
VolumeN/A
CapitalizationN/A
Weitz Conservative Allocation-Inv Cl
Price$16.77
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
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HBLTX vs WBALX Comparison Chart
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HBLTX vs. WBALX commentary
Apr 20, 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 StrongSell and WBALX is a StrongSell.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.3B vs. WBALX (230M). 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). WBALX annual gain was more profitable for investors over the last year : 8.17 vs. HBLTX (4.32). WBALX return over 5 years is better than : 25.24 vs. HBLTX (13.48).
| 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 | -1.289 | 1.390 | -93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 230M | 5,348% |
| Annual Yield % from dividends | 3.54 | 1.54 | 229% |
| Returns for 1 year | 4.32 | 8.17 | 53% |
| Returns for 3 years | -4.52 | 3.38 | -134% |
| Returns for 5 years | 13.48 | 25.24 | 53% |
| Returns for 10 years | 32.72 | 25.10 | 130% |