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HBLVX vs WBAIX
HBLVX vs WBAIX Comparison
Open Charts HBLVX vs WBAIX
Hartford Balanced Income R6
Price$15.00
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.81B
Weitz Conservative Allocation-Instl Cl
Price$16.89
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets233.43M
HBLVX vs WBAIX Comparison Chart in %
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HBLVX vs. WBAIX commentary
Aug 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: 11.8B vs. WBAIX (233M). HBLVX pays higher dividends than WBAIX: HBLVX (3.61) vs WBAIX (2.10). HBLVX was incepted earlier than WBAIX: HBLVX (11 years) vs WBAIX (6 years). WBAIX (0.77) 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 : 5.44 vs. WBAIX (1.05). WBAIX return over 5 years is better than : 20.49 vs. HBLVX (14.96).
| HBLVX | WBAIX | HBLVX / WBAIX | |
| Total Expense Ratio | 0.56 | 0.70 | 80% |
| Annual Report Gross Expense Ratio | 0.56 | 0.77 | 73% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 6.048 | 1.162 | 520% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 233M | 5,064% |
| Annual Yield % from dividends | 3.61 | 2.10 | 172% |
| Returns for 1 year | 5.44 | 1.05 | 517% |
| Returns for 3 years | 13.14 | 11.67 | 113% |
| Returns for 5 years | 14.96 | 20.49 | 73% |
| Returns for 10 years | 44.22 | N/A | - |
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