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HBLYX vs WBAIX
HBLYX vs WBAIX Comparison
Open Charts HBLYX vs WBAIX
Hartford Balanced Income Y
Price$14.44
Change+$0.13 (+0.91%)
VolumeN/A
Net Assets11.55B
Weitz Conservative Allocation-Instl Cl
Price$16.64
Change+$0.11 (+0.67%)
VolumeN/A
Net Assets230.58M
HBLYX vs WBAIX Comparison Chart
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HBLYX vs. WBAIX commentary
Apr 25, 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 Buy and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.5B vs. WBAIX (231M). HBLYX pays higher dividends than WBAIX: HBLYX (3.53) vs WBAIX (2.11). 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 (27.00). 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 : 3.39 vs. WBAIX (-0.53). WBAIX return over 5 years is better than : 25.17 vs. HBLYX (17.64).
| 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 | 0.364 | -2.073 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 231M | 4,978% |
| Annual Yield % from dividends | 3.53 | 2.11 | 167% |
| Returns for 1 year | 3.39 | -0.53 | -646% |
| Returns for 3 years | 5.23 | 6.68 | 78% |
| Returns for 5 years | 17.64 | 25.17 | 70% |
| Returns for 10 years | 32.56 | N/A | - |
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