Interact to see
Advertisement
Advertisement
HBLYX vs WBAIX
HBLYX vs WBAIX Comparison
Open Charts HBLYX vs WBAIX
Hartford Balanced Income Y
Price$15.32
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
Weitz Conservative Allocation-Instl Cl
Price$17.22
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets230.6M
HBLYX vs WBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLYX vs. WBAIX commentary
Oct 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: 11.9B vs. WBAIX (231M). HBLYX pays higher dividends than WBAIX: HBLYX (3.44) vs WBAIX (2.08). HBLYX was incepted earlier than WBAIX: HBLYX (19 years) vs WBAIX (7 years). WBAIX (0.76) 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 : 3.59 vs. WBAIX (0.10). WBAIX return over 5 years is better than : 20.27 vs. HBLYX (18.12).
| HBLYX | WBAIX | HBLYX / WBAIX | |
| Total Expense Ratio | 0.67 | 0.70 | 96% |
| Annual Report Gross Expense Ratio | 0.67 | 0.76 | 88% |
| Fund Existence | 19 years | 7 years | - |
| Gain YTD | 9.262 | 3.195 | 290% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 231M | 5,152% |
| Annual Yield % from dividends | 3.44 | 2.08 | 165% |
| Returns for 1 year | 3.59 | 0.10 | 3,699% |
| Returns for 3 years | 25.89 | 22.07 | 117% |
| Returns for 5 years | 18.12 | 20.27 | 89% |
| Returns for 10 years | 50.25 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MMD | 15.01 | 0.07 | +0.47% |
| NYLI MacKay DefinedTerm Muni Opportunities Fund | |||
| FDWM | 26.13 | N/A | N/A |
| Fidelity Women's Leadership ETF | |||
| VEGA | 48.93 | -0.15 | -0.30% |
| AdvisorShares STAR Global Buy-Write ETF | |||
| EBI | 54.75 | -0.41 | -0.74% |
| The RBB Fund Trust Longview Advantage ETF | |||
| FXL | 169.22 | -2.68 | -1.56% |
| First Trust Technology AlphaDEX® ETF | |||