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HBLVX vs WBALX
HBLVX vs WBALX Comparison
Open Charts HBLVX vs WBALX
Hartford Balanced Income R6
Price$15.16
Change-$0.10 (-0.66%)
VolumeN/A
Net Assets11.75B
Weitz Conservative Allocation-Inv Cl
Price$17.01
Change-$0.11 (-0.64%)
VolumeN/A
Net Assets227.38M
HBLVX vs WBALX Comparison Chart in %
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HBLVX vs. WBALX commentary
Oct 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 Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. WBALX (227M). HBLVX pays higher dividends than WBALX: HBLVX (3.54) vs WBALX (1.98). 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 : 3.49 vs. WBALX (-1.09). WBALX (18.38) and HBLVX (18.22) have equivalent 5 years return.
| 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 | 8.991 | 2.516 | 357% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 227M | 5,198% |
| Annual Yield % from dividends | 3.54 | 1.98 | 179% |
| Returns for 1 year | 3.49 | -1.09 | -319% |
| Returns for 3 years | 26.93 | 22.03 | 122% |
| Returns for 5 years | 18.22 | 18.38 | 99% |
| Returns for 10 years | 51.18 | 41.42 | 124% |
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