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HBLYX vs WBALX
HBLYX vs WBALX Comparison
Open Charts HBLYX vs WBALX
Hartford Balanced Income Y
Price$15.32
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.95B
Weitz Conservative Allocation-Inv Cl
Price$17.16
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets233.69M
HBLYX vs WBALX Comparison Chart in %
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HBLYX vs. WBALX commentary
Sep 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 StrongBuy and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. WBALX (234M). HBLYX pays higher dividends than WBALX: HBLYX (3.43) vs WBALX (1.97). 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 : 3.84 vs. WBALX (0.22). WBALX return over 5 years is better than : 20.94 vs. HBLYX (17.81).
| 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 | 8.401 | 2.755 | 305% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 234M | 5,128% |
| Annual Yield % from dividends | 3.43 | 1.97 | 174% |
| Returns for 1 year | 3.84 | 0.22 | 1,783% |
| Returns for 3 years | 19.59 | 17.01 | 115% |
| Returns for 5 years | 17.81 | 20.94 | 85% |
| Returns for 10 years | 51.07 | 43.16 | 118% |
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