HBLVX
Price
$14.68
Change
+$0.04 (+0.27%)
Updated
Mar 28, 6:59 PM EST
WBALX
Price
$17.21
Change
+$0.08 (+0.47%)
Updated
Mar 28, 6:59 PM EST
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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$14.68
Change+$0.04 (+0.27%)
VolumeN/A
CapitalizationN/A
Weitz Conservative Allocation-Inv Cl
Price$17.21
Change+$0.08 (+0.47%)
VolumeN/A
CapitalizationN/A
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HBLVX vs WBALX Comparison Chart

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VS
HBLVX vs. WBALX commentary
Mar 29, 2024

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: 12.7B vs. WBALX (235M). HBLVX pays higher dividends than WBALX: HBLVX (3.59) vs WBALX (1.56). HBLVX was incepted earlier than WBALX: HBLVX (9 years) vs WBALX (21 years). WBALX (0.99) is less costly to investors than HBLVX (0.55). HBLVX is a more actively managed with annual turnover of: 57.00 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 : 12.51 vs. HBLVX (10.75). WBALX return over 5 years is better than : 30.69 vs. HBLVX (19.25).
HBLVXWBALXHBLVX / WBALX
Total Expense Ratio0.550.8565%
Annual Report Gross Expense Ratio0.550.9956%
Fund Existence9 years21 years-
Gain YTD2.2283.98856%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B235M5,404%
Annual Yield % from dividends3.591.56229%
Returns for 1 year10.7512.5186%
Returns for 3 years0.808.1710%
Returns for 5 years19.2530.6963%
Returns for 10 yearsN/A28.40-
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