Interact to see
Advertisement
Advertisement
HBLYX vs WBAIX
HBLYX vs WBAIX Comparison
Open Charts HBLYX vs WBAIX
Hartford Balanced Income Y
Price$14.88
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets11.77B
Weitz Conservative Allocation-Instl Cl
Price$16.93
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets231.38M
HBLYX vs WBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLYX vs. WBAIX commentary
Jul 17, 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 HBLYX is a Hold and WBAIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. WBAIX (231M). HBLYX pays higher dividends than WBAIX: HBLYX (3.51) vs WBAIX (2.10). HBLYX was incepted earlier than WBAIX: HBLYX (19 years) vs WBAIX (6 years). WBAIX (0.77) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. WBAIX (25.00). HBLYX has a lower initial minimum investment than WBAIX: HBLYX (250000) vs WBAIX (1000000). HBLYX annual gain was more profitable for investors over the last year : 2.67 vs. WBAIX (-0.75). WBAIX return over 5 years is better than : 21.49 vs. HBLYX (15.26).
| HBLYX | WBAIX | HBLYX / WBAIX | |
| Total Expense Ratio | 0.67 | 0.70 | 96% |
| Annual Report Gross Expense Ratio | 0.67 | 0.77 | 87% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 4.934 | 1.043 | 473% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 231M | 5,108% |
| Annual Yield % from dividends | 3.51 | 2.10 | 167% |
| Returns for 1 year | 2.67 | -0.75 | -355% |
| Returns for 3 years | 15.85 | 15.28 | 104% |
| Returns for 5 years | 15.26 | 21.49 | 71% |
| Returns for 10 years | 41.70 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EET | 65.67 | 0.52 | +0.79% |
| ProShares Ultra MSCI Emerging Markets | |||
| USCA | 39.08 | 0.13 | +0.33% |
| Xtrackers MSCI USA Clmt Actn Eq ETF | |||
| OWNS | 16.98 | 0.03 | +0.18% |
| CCM Affordable Housing MBS ETF | |||
| WCMI | 15.63 | N/A | N/A |
| First Trust WCM International Equity ETF | |||
| FRA | 13.19 | -0.03 | -0.23% |
| Blackrock Floating Rate Income Strategies Fund | |||