HBLVX
Price
$13.52
Change
-$0.01 (-0.07%)
Updated
Sep 29, 6:59 PM EST
WBALX
Price
$16.05
Change
-$0.00 (-0.00%)
Updated
Sep 28, 6:59 PM EST

Compare trend and price HBLVX vs WBALX

Header iconHBLVX vs WBALX Comparison
Open Charts HBLVX vs WBALXBanner chart's image
Hartford Balanced Income R6
Price$13.52
Change-$0.01 (-0.07%)
VolumeN/A
CapitalizationN/A
Weitz Conservative Allocation-Inv Cl
Price$16.05
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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HBLVX vs WBALX Comparison Chart

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VS
HBLVX vs. WBALX commentary
Sep 30, 2023

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: 12.6B vs. WBALX (219M). HBLVX pays higher dividends than WBALX: HBLVX (3.42) vs WBALX (1.28). HBLVX was incepted earlier than WBALX: HBLVX (9 years) vs WBALX (20 years). WBALX (0.99) is less costly to investors than HBLVX (0.54). HBLVX is a more actively managed with annual turnover of: 60.00 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 : 8.65 vs. HBLVX (4.22). WBALX return over 5 years is better than : 19.04 vs. HBLVX (6.23).
HBLVXWBALXHBLVX / WBALX
Total Expense Ratio0.540.8564%
Annual Report Gross Expense Ratio0.540.9955%
Fund Existence9 years20 years-
Gain YTD-0.3405.530-6%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets12.6B219M5,753%
Annual Yield % from dividends3.421.28266%
Returns for 1 year4.228.6549%
Returns for 3 years-0.698.74-8%
Returns for 5 years6.2319.0433%
Returns for 10 yearsN/A21.30-
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