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HBLYX vs WBALX
HBLYX vs WBALX Comparison
Open Charts HBLYX vs WBALX
Hartford Balanced Income Y
Price$15.33
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.9B
Weitz Conservative Allocation-Inv Cl
Price$17.20
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets230.53M
HBLYX vs WBALX Comparison Chart in %
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HBLYX vs. WBALX commentary
Oct 06, 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 WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. WBALX (231M). HBLYX pays higher dividends than WBALX: HBLYX (3.44) vs WBALX (1.98). HBLYX was incepted earlier than WBALX: HBLYX (19 years) vs WBALX (22 years). WBALX (1.00) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. WBALX (25.00). WBALX has a lower initial minimum investment than HBLYX: WBALX (2500) vs HBLYX (250000). HBLYX annual gain was more profitable for investors over the last year : 3.32 vs. WBALX (-0.63). WBALX (20.90) and HBLYX (20.26) have equivalent 5 years return.
| HBLYX | WBALX | HBLYX / WBALX | |
| Total Expense Ratio | 0.67 | 0.85 | 79% |
| Annual Report Gross Expense Ratio | 0.67 | 1.00 | 67% |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 9.405 | 2.995 | 314% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 231M | 5,152% |
| Annual Yield % from dividends | 3.44 | 1.98 | 173% |
| Returns for 1 year | 3.32 | -0.63 | -525% |
| Returns for 3 years | 22.97 | 19.13 | 120% |
| Returns for 5 years | 20.26 | 20.90 | 97% |
| Returns for 10 years | 51.71 | 42.95 | 120% |
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