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HBLVX vs WBALX
HBLVX vs WBALX Comparison
Open Charts HBLVX vs WBALX
Hartford Balanced Income R6
Price$15.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.96B
Weitz Conservative Allocation-Inv Cl
Price$17.06
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets234.6M
HBLVX vs WBALX Comparison Chart in %
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HBLVX vs. WBALX commentary
Jul 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12B vs. WBALX (235M). HBLVX pays higher dividends than WBALX: HBLVX (3.61) vs WBALX (2.00). 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 (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 : 7.03 vs. WBALX (2.21). WBALX return over 5 years is better than : 24.05 vs. HBLVX (20.01).
| 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 | 6.261 | 1.977 | 317% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 235M | 5,106% |
| Annual Yield % from dividends | 3.61 | 2.00 | 180% |
| Returns for 1 year | 7.03 | 2.21 | 318% |
| Returns for 3 years | 17.41 | 16.12 | 108% |
| Returns for 5 years | 20.01 | 24.05 | 83% |
| Returns for 10 years | 45.58 | 39.31 | 116% |
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