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HBLYX vs WBALX
HBLYX vs WBALX Comparison
Open Charts HBLYX vs WBALX
Hartford Balanced Income Y
Price$14.77
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.74B
Weitz Conservative Allocation-Inv Cl
Price$17.01
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets233.91M
HBLYX vs WBALX Comparison Chart
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HBLYX vs. WBALX commentary
Jun 07, 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 StrongBuy and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. WBALX (234M). HBLYX pays higher dividends than WBALX: HBLYX (3.53) vs WBALX (1.99). 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 : 3.82 vs. WBALX (1.01). WBALX return over 5 years is better than : 20.70 vs. HBLYX (13.34).
| 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 | 3.380 | 0.653 | 518% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 234M | 5,000% |
| Annual Yield % from dividends | 3.53 | 1.99 | 177% |
| Returns for 1 year | 3.82 | 1.01 | 379% |
| Returns for 3 years | 8.25 | 10.76 | 77% |
| Returns for 5 years | 13.34 | 20.70 | 64% |
| Returns for 10 years | 39.66 | 31.12 | 127% |
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