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HBLYX vs WBAIX
HBLYX vs WBAIX Comparison
Open Charts HBLYX vs WBAIX
Hartford Balanced Income Y
Price$15.34
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
Weitz Conservative Allocation-Instl Cl
Price$17.93
Change+$0.02 (+0.11%)
VolumeN/A
CapitalizationN/A
HBLYX vs WBAIX Comparison Chart
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HBLYX vs. WBAIX commentary
Nov 14, 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 HBLYX is a Sell and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.5B vs. WBAIX (245M). HBLYX pays higher dividends than WBAIX: HBLYX (3.51) vs WBAIX (1.64). HBLYX was incepted earlier than WBAIX: HBLYX (18 years) vs WBAIX (6 years). HBLYX is a more actively managed with annual turnover of: 57.00 vs. WBAIX (20.00). 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 : 18.11 vs. WBAIX (13.38). WBAIX return over 5 years is better than : 28.58 vs. HBLYX (17.30).
| HBLYX | WBAIX | HBLYX / WBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 8.693 | 9.081 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 245M | 5,102% |
| Annual Yield % from dividends | 3.51 | 1.64 | 214% |
| Returns for 1 year | 18.11 | 13.38 | 135% |
| Returns for 3 years | -0.08 | 4.97 | -2% |
| Returns for 5 years | 17.30 | 28.58 | 61% |
| Returns for 10 years | 40.99 | N/A | - |
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