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HBLYX vs WBAIX
HBLYX vs WBAIX Comparison
Open Charts HBLYX vs WBAIX
Hartford Balanced Income Y
Price$15.01
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
Weitz Conservative Allocation-Instl Cl
Price$16.89
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets233.43M
HBLYX vs WBAIX Comparison Chart in %
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HBLYX vs. WBAIX commentary
Aug 08, 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 Hold and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. WBAIX (233M). 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 (0.77) 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 : 5.32 vs. WBAIX (1.05). WBAIX return over 5 years is better than : 20.49 vs. HBLYX (14.36).
| 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 | 5.995 | 1.162 | 516% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 233M | 5,064% |
| Annual Yield % from dividends | 3.51 | 2.10 | 167% |
| Returns for 1 year | 5.32 | 1.05 | 506% |
| Returns for 3 years | 12.75 | 11.67 | 109% |
| Returns for 5 years | 14.36 | 20.49 | 70% |
| Returns for 10 years | 43.24 | N/A | - |
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