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HBLVX vs WBALX
HBLVX vs WBALX Comparison
Open Charts HBLVX vs WBALX
Hartford Balanced Income R6
Price$14.76
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.74B
Weitz Conservative Allocation-Inv Cl
Price$17.01
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets233.91M
HBLVX vs WBALX Comparison Chart
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HBLVX vs. WBALX commentary
Jun 07, 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 WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.7B vs. WBALX (234M). HBLVX pays higher dividends than WBALX: HBLVX (3.63) vs WBALX (1.99). HBLVX was incepted earlier than WBALX: HBLVX (11 years) vs WBALX (22 years). WBALX (1.02) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. WBALX (27.00). HBLVX has a lower initial minimum investment than WBALX: HBLVX (0) vs WBALX (2500). HBLVX annual gain was more profitable for investors over the last year : 4.00 vs. WBALX (1.01). WBALX return over 5 years is better than : 20.70 vs. HBLVX (13.92).
| HBLVX | WBALX | HBLVX / WBALX | |
| Total Expense Ratio | 0.56 | 0.85 | 66% |
| Annual Report Gross Expense Ratio | 0.56 | 1.02 | 55% |
| Fund Existence | 11 years | 22 years | - |
| Gain YTD | 3.404 | 0.653 | 521% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 234M | 5,000% |
| Annual Yield % from dividends | 3.63 | 1.99 | 182% |
| Returns for 1 year | 4.00 | 1.01 | 397% |
| Returns for 3 years | 8.62 | 10.76 | 80% |
| Returns for 5 years | 13.92 | 20.70 | 67% |
| Returns for 10 years | 40.57 | 31.12 | 130% |
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