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HBLYX vs WBALX
HBLYX vs WBALX Comparison
Open Charts HBLYX vs WBALX
Hartford Balanced Income Y
Price$14.74
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.95B
Weitz Conservative Allocation-Inv Cl
Price$16.85
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets236.93M
HBLYX vs WBALX Comparison Chart
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HBLYX vs. WBALX commentary
Apr 03, 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: 12B vs. WBALX (237M). HBLYX pays higher dividends than WBALX: HBLYX (3.53) vs WBALX (2.01). HBLYX was incepted earlier than WBALX: HBLYX (19 years) vs WBALX (22 years). WBALX (1.02) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. WBALX (27.00). 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 : 4.68 vs. WBALX (0.06). WBALX return over 5 years is better than : 33.13 vs. HBLYX (29.93).
| HBLYX | WBALX | HBLYX / WBALX | |
| Total Expense Ratio | 0.67 | 0.85 | 79% |
| Annual Report Gross Expense Ratio | 0.67 | 1.02 | 66% |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 3.099 | -0.297 | -1,044% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 237M | 5,063% |
| Annual Yield % from dividends | 3.53 | 2.01 | 175% |
| Returns for 1 year | 4.68 | 0.06 | 8,496% |
| Returns for 3 years | 4.71 | 5.38 | 88% |
| Returns for 5 years | 29.93 | 33.13 | 90% |
| Returns for 10 years | 37.86 | 28.87 | 131% |
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