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HBLYX vs WBAIX
HBLYX vs WBAIX Comparison
Open Charts HBLYX vs WBAIX
Hartford Balanced Income Y
Price$14.82
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets12.15B
Weitz Conservative Allocation-Instl Cl
Price$17.07
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets241.19M
HBLYX vs WBAIX Comparison Chart
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HBLYX vs. WBAIX commentary
Feb 23, 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.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. WBAIX (241M). HBLYX pays higher dividends than WBAIX: HBLYX (3.51) vs WBAIX (1.64). HBLYX was incepted earlier than WBAIX: HBLYX (19 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 : 6.95 vs. WBAIX (3.21). WBAIX return over 5 years is better than : 21.04 vs. HBLYX (10.24).
| HBLYX | WBAIX | HBLYX / WBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 3.127 | 1.659 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 241M | 5,021% |
| Annual Yield % from dividends | 3.51 | 1.64 | 214% |
| Returns for 1 year | 6.95 | 3.21 | 217% |
| Returns for 3 years | 5.54 | 9.60 | 58% |
| Returns for 5 years | 10.24 | 21.04 | 49% |
| Returns for 10 years | 37.02 | N/A | - |
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