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HBLYX vs WBAIX
HBLYX vs WBAIX Comparison
Open Charts HBLYX vs WBAIX
Hartford Balanced Income Y
Price$14.51
Change-$0.23 (-1.56%)
VolumeN/A
Net Assets11.99B
Weitz Conservative Allocation-Instl Cl
Price$16.67
Change-$0.23 (-1.36%)
VolumeN/A
Net Assets237.33M
HBLYX vs WBAIX Comparison Chart
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HBLYX vs. WBAIX commentary
Apr 04, 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: 12B vs. WBAIX (237M). 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 : 4.89 vs. WBAIX (0.58). WBAIX return over 5 years is better than : 34.60 vs. HBLYX (30.28).
| 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 | 3.380 | 0.118 | 2,853% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 237M | 5,063% |
| Annual Yield % from dividends | 3.53 | 2.11 | 167% |
| Returns for 1 year | 4.89 | 0.58 | 850% |
| Returns for 3 years | 5.13 | 6.07 | 84% |
| Returns for 5 years | 30.28 | 34.60 | 88% |
| Returns for 10 years | 37.93 | N/A | - |
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