HBLYX
Price
$15.27
Change
+$0.01 (+0.07%)
Updated
Aug 27 closing price
Net Assets
11.94B
WBAIX
Price
$17.22
Change
+$0.01 (+0.06%)
Updated
Aug 27 closing price
Net Assets
236.32M
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HBLYX vs WBAIX

Header iconHBLYX vs WBAIX Comparison
Open Charts HBLYX vs WBAIXBanner chart's image
Hartford Balanced Income Y
Price$15.27
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.94B
Weitz Conservative Allocation-Instl Cl
Price$17.22
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets236.32M
HBLYX vs WBAIX Comparison Chart in %
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HBLYX vs. WBAIX commentary
Aug 29, 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 StrongBuy and WBAIX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. WBAIX (236M). 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 (0.76) 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 : 3.44 vs. WBAIX (0.21). WBAIX return over 5 years is better than : 20.87 vs. HBLYX (17.04).
HBLYXWBAIXHBLYX / WBAIX
Total Expense Ratio0.670.7096%
Annual Report Gross Expense Ratio0.670.7688%
Fund Existence19 years6 years-
Gain YTD7.9762.896275%
Front LoadN/AN/A-
Min. Initial Investment250000100000025%
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B236M5,042%
Annual Yield % from dividends3.512.10167%
Returns for 1 year3.440.211,674%
Returns for 3 years15.8015.53102%
Returns for 5 years17.0420.8782%
Returns for 10 years50.02N/A-
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