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HBLVX vs WBALX
HBLVX vs WBALX Comparison
Open Charts HBLVX vs WBALX
Hartford Balanced Income R6
Price$14.90
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.8B
Weitz Conservative Allocation-Inv Cl
Price$16.94
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets231.59M
HBLVX vs WBALX Comparison Chart in %
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HBLVX vs. WBALX commentary
Jul 18, 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 (232M). 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 : 2.71 vs. WBALX (-0.57). WBALX return over 5 years is better than : 20.72 vs. HBLVX (16.18).
| 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 | 5.270 | 1.078 | 489% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 232M | 5,086% |
| Annual Yield % from dividends | 3.61 | 2.00 | 180% |
| Returns for 1 year | 2.71 | -0.57 | -479% |
| Returns for 3 years | 16.89 | 15.62 | 108% |
| Returns for 5 years | 16.18 | 20.72 | 78% |
| Returns for 10 years | 43.27 | 36.75 | 118% |
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