Ad is loading...
HBLVX vs WBALX
HBLVX vs WBALX Comparison
Open Charts HBLVX vs WBALX
Hartford Balanced Income R6
Price$14.49
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
Weitz Conservative Allocation-Inv Cl
Price$16.82
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets234.41M
HBLVX vs WBALX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLVX vs. WBALX commentary
May 09, 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 Buy 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 (3.68) vs WBALX (2.02). 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 : 3.22 vs. WBALX (0.52). WBALX return over 5 years is better than : 24.34 vs. HBLVX (20.07).
| 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 | 1.720 | -0.653 | -263% |
| 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 | 3.68 | 2.02 | 182% |
| Returns for 1 year | 3.22 | 0.52 | 620% |
| Returns for 3 years | 10.20 | 10.50 | 97% |
| Returns for 5 years | 20.07 | 24.34 | 82% |
| Returns for 10 years | 36.38 | 28.50 | 128% |
View a ticker or compare two or three
VS
VS
Ad is loading...