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HBLYX vs WBAIX
HBLYX vs WBAIX Comparison
Open Charts HBLYX vs WBAIX
Hartford Balanced Income Y
Price$14.70
Change-$0.54 (-3.54%)
VolumeN/A
CapitalizationN/A
Weitz Conservative Allocation-Instl Cl
Price$17.05
Change-$0.03 (-0.18%)
VolumeN/A
CapitalizationN/A
HBLYX vs WBAIX Comparison Chart
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HBLYX vs. WBAIX commentary
Dec 19, 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 Hold and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.3B vs. WBAIX (241M). 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 : 9.02 vs. WBAIX (5.65). WBAIX return over 5 years is better than : 23.39 vs. HBLYX (15.15).
| 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 | 7.844 | 5.081 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 241M | 5,104% |
| Annual Yield % from dividends | 3.51 | 1.64 | 214% |
| Returns for 1 year | 9.02 | 5.65 | 160% |
| Returns for 3 years | 4.49 | 4.21 | 107% |
| Returns for 5 years | 15.15 | 23.39 | 65% |
| Returns for 10 years | 41.42 | N/A | - |
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