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HBLVX vs WBAIX
HBLVX vs WBAIX Comparison
Open Charts HBLVX vs WBAIX
Hartford Balanced Income R6
Price$15.32
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
Weitz Conservative Allocation-Instl Cl
Price$17.22
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets230.6M
HBLVX vs WBAIX Comparison Chart in %
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HBLVX vs. WBAIX commentary
Oct 08, 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 HBLVX is a Hold and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.9B vs. WBAIX (231M). HBLVX pays higher dividends than WBAIX: HBLVX (3.54) vs WBAIX (2.08). HBLVX was incepted earlier than WBAIX: HBLVX (11 years) vs WBAIX (7 years). WBAIX (0.76) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. WBAIX (25.00). HBLVX has a lower initial minimum investment than WBAIX: HBLVX (0) vs WBAIX (1000000). HBLVX annual gain was more profitable for investors over the last year : 3.77 vs. WBAIX (0.10). WBAIX return over 5 years is better than : 20.27 vs. HBLVX (18.77).
| HBLVX | WBAIX | HBLVX / WBAIX | |
| Total Expense Ratio | 0.56 | 0.70 | 80% |
| Annual Report Gross Expense Ratio | 0.56 | 0.76 | 74% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 9.348 | 3.195 | 293% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 231M | 5,152% |
| Annual Yield % from dividends | 3.54 | 2.08 | 170% |
| Returns for 1 year | 3.77 | 0.10 | 3,885% |
| Returns for 3 years | 26.41 | 22.07 | 120% |
| Returns for 5 years | 18.77 | 20.27 | 93% |
| Returns for 10 years | 51.33 | N/A | - |
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