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HBLYX vs WBALX
HBLYX vs WBALX Comparison
Open Charts HBLYX vs WBALX
Hartford Balanced Income Y
Price$14.82
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets12.12B
Weitz Conservative Allocation-Inv Cl
Price$17.03
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets241.19M
HBLYX vs WBALX Comparison Chart
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HBLYX vs. WBALX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. WBALX (241M). HBLYX pays higher dividends than WBALX: HBLYX (3.51) vs WBALX (1.54). HBLYX was incepted earlier than WBALX: HBLYX (19 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 : 6.80 vs. WBALX (2.50). WBALX return over 5 years is better than : 19.51 vs. HBLYX (10.09).
| HBLYX | WBALX | HBLYX / WBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 21 years | - |
| Gain YTD | 2.988 | 1.068 | 280% |
| 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 | 241M | 5,021% |
| Annual Yield % from dividends | 3.51 | 1.54 | 227% |
| Returns for 1 year | 6.80 | 2.50 | 272% |
| Returns for 3 years | 5.40 | 8.58 | 63% |
| Returns for 5 years | 10.09 | 19.51 | 52% |
| Returns for 10 years | 36.83 | 30.54 | 121% |
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