HBLVX
Price
$14.93
Change
-$0.08 (-0.53%)
Updated
Jul 7 closing price
Net Assets
11.95B
WBALX
Price
$17.01
Change
+$0.03 (+0.18%)
Updated
Jul 8 closing price
Net Assets
233.73M
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HBLVX vs WBALX

Header iconHBLVX vs WBALX Comparison
Open Charts HBLVX vs WBALXBanner chart's image
Hartford Balanced Income R6
Price$14.93
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.95B
Weitz Conservative Allocation-Inv Cl
Price$17.01
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets233.73M
HBLVX vs WBALX Comparison Chart in %
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HBLVX vs. WBALX commentary
Jul 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12B vs. WBALX (234M). 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 : 6.38 vs. WBALX (1.79). WBALX return over 5 years is better than : 23.10 vs. HBLVX (19.29).
HBLVXWBALXHBLVX / WBALX
Total Expense Ratio0.560.8566%
Annual Report Gross Expense Ratio0.561.0255%
Fund Existence11 years22 years-
Gain YTD5.6951.677340%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets12B234M5,128%
Annual Yield % from dividends3.612.00180%
Returns for 1 year6.381.79357%
Returns for 3 years17.2015.33112%
Returns for 5 years19.2923.1084%
Returns for 10 years45.0238.49117%
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