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HBLVX vs WBALX
HBLVX vs WBALX Comparison
Open Charts HBLVX vs WBALX
Hartford Balanced Income R6
Price$14.51
Change+$0.08 (+0.55%)
VolumeN/A
CapitalizationN/A
Weitz Conservative Allocation-Inv Cl
Price$16.90
Change+$0.06 (+0.36%)
VolumeN/A
CapitalizationN/A
HBLVX vs WBALX Comparison Chart
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HBLVX vs. WBALX commentary
Dec 21, 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 HBLVX is a Hold and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12B vs. WBALX (238M). HBLVX pays higher dividends than WBALX: HBLVX (3.62) vs WBALX (1.54). HBLVX was incepted earlier than WBALX: HBLVX (10 years) vs WBALX (21 years). HBLVX is a more actively managed with annual turnover of: 57.00 vs. WBALX (20.00). HBLVX has a lower initial minimum investment than WBALX: HBLVX (0) vs WBALX (2500). WBALX annual gain was more profitable for investors over the last year : 4.31 vs. HBLVX (3.70). WBALX return over 5 years is better than : 20.99 vs. HBLVX (9.89).
| HBLVX | WBALX | HBLVX / WBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 21 years | - |
| Gain YTD | 2.832 | 3.808 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 238M | 5,042% |
| Annual Yield % from dividends | 3.62 | 1.54 | 234% |
| Returns for 1 year | 3.70 | 4.31 | 86% |
| Returns for 3 years | 0.02 | 2.80 | 1% |
| Returns for 5 years | 9.89 | 20.99 | 47% |
| Returns for 10 years | 35.16 | 26.84 | 131% |
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