Interact to see
Advertisement
Advertisement
HBLVX vs WBAIX
HBLVX vs WBAIX Comparison
Open Charts HBLVX vs WBAIX
Hartford Balanced Income R6
Price$15.27
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.94B
Weitz Conservative Allocation-Instl Cl
Price$17.22
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets236.32M
HBLVX vs WBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLVX vs. WBAIX commentary
Aug 29, 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 StrongBuy and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.9B vs. WBAIX (236M). 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 (0.76) 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 : 3.54 vs. WBAIX (0.21). WBAIX return over 5 years is better than : 20.87 vs. HBLVX (17.58).
| 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 | 6 years | - |
| Gain YTD | 7.960 | 2.896 | 275% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 236M | 5,042% |
| Annual Yield % from dividends | 3.61 | 2.10 | 172% |
| Returns for 1 year | 3.54 | 0.21 | 1,727% |
| Returns for 3 years | 16.12 | 15.53 | 104% |
| Returns for 5 years | 17.58 | 20.87 | 84% |
| Returns for 10 years | 50.94 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers