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HBLVX vs WBALX
HBLVX vs WBALX Comparison
Open Charts HBLVX vs WBALX
Hartford Balanced Income R6
Price$15.39
Change-$0.06 (-0.39%)
VolumeN/A
Net Assets11.96B
Weitz Conservative Allocation-Inv Cl
Price$17.09
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets231.66M
HBLVX vs WBALX Comparison Chart in %
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HBLVX vs. WBALX commentary
Sep 14, 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 WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12B vs. WBALX (232M). HBLVX pays higher dividends than WBALX: HBLVX (3.53) vs WBALX (1.97). HBLVX was incepted earlier than WBALX: HBLVX (11 years) vs WBALX (22 years). WBALX (1.00) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. WBALX (25.00). 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 : 4.15 vs. WBALX (-0.30). WBALX return over 5 years is better than : 21.32 vs. HBLVX (19.21).
| HBLVX | WBALX | HBLVX / WBALX | |
| Total Expense Ratio | 0.56 | 0.85 | 66% |
| Annual Report Gross Expense Ratio | 0.56 | 1.00 | 56% |
| Fund Existence | 11 years | 22 years | - |
| Gain YTD | 8.951 | 2.875 | 311% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 232M | 5,172% |
| Annual Yield % from dividends | 3.53 | 1.97 | 179% |
| Returns for 1 year | 4.15 | -0.30 | -1,406% |
| Returns for 3 years | 19.88 | 17.07 | 116% |
| Returns for 5 years | 19.21 | 21.32 | 90% |
| Returns for 10 years | 52.91 | 43.55 | 121% |
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