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HBLYX vs WBAIX
HBLYX vs WBAIX Comparison
Open Charts HBLYX vs WBAIX
Hartford Balanced Income Y
Price$15.20
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
Weitz Conservative Allocation-Instl Cl
Price$16.97
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets220.02M
HBLYX vs WBAIX Comparison Chart in %
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HBLYX vs. WBAIX commentary
Nov 20, 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: 11.6B vs. WBAIX (220M). HBLYX pays higher dividends than WBAIX: HBLYX (3.44) vs WBAIX (2.09). HBLYX was incepted earlier than WBAIX: HBLYX (19 years) vs WBAIX (7 years). WBAIX (0.76) 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 : 3.31 vs. WBAIX (-2.25). WBAIX return over 5 years is better than : 16.64 vs. HBLYX (13.89).
| HBLYX | WBAIX | HBLYX / WBAIX | |
| Total Expense Ratio | 0.67 | 0.70 | 96% |
| Annual Report Gross Expense Ratio | 0.67 | 0.76 | 88% |
| Fund Existence | 19 years | 7 years | - |
| Gain YTD | 8.691 | 1.521 | 571% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 220M | 5,273% |
| Annual Yield % from dividends | 3.44 | 2.09 | 165% |
| Returns for 1 year | 3.31 | -2.25 | -147% |
| Returns for 3 years | 17.36 | 15.01 | 116% |
| Returns for 5 years | 13.89 | 16.64 | 83% |
| Returns for 10 years | 46.70 | N/A | - |
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