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HBLYX vs WBALX
HBLYX vs WBALX Comparison
Open Charts HBLYX vs WBALX
Hartford Balanced Income Y
Price$14.60
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets12.1B
Weitz Conservative Allocation-Inv Cl
Price$17.02
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets239.98M
HBLYX vs WBALX Comparison Chart
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HBLYX vs. WBALX commentary
Jan 19, 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: 12.1B vs. WBALX (240M). HBLYX pays higher dividends than WBALX: HBLYX (3.51) vs WBALX (1.54). HBLYX was incepted earlier than WBALX: HBLYX (18 years) vs WBALX (21 years). HBLYX is a more actively managed with annual turnover of: 57.00 vs. WBALX (20.00). 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 : 6.32 vs. WBALX (4.98). WBALX return over 5 years is better than : 20.32 vs. HBLYX (9.52).
| HBLYX | WBALX | HBLYX / WBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 21 years | - |
| Gain YTD | 1.459 | 1.009 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 240M | 5,042% |
| Annual Yield % from dividends | 3.51 | 1.54 | 227% |
| Returns for 1 year | 6.32 | 4.98 | 127% |
| Returns for 3 years | 1.17 | 5.56 | 21% |
| Returns for 5 years | 9.52 | 20.32 | 47% |
| Returns for 10 years | 36.78 | 34.56 | 106% |
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