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HBLYX vs WBALX
HBLYX vs WBALX Comparison
Open Charts HBLYX vs WBALX
Hartford Balanced Income Y
Price$14.85
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets11.81B
Weitz Conservative Allocation-Inv Cl
Price$16.88
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets232.61M
HBLYX vs WBALX Comparison Chart in %
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HBLYX vs. WBALX commentary
Jun 27, 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 Hold and WBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. WBALX (233M). 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 (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 : 6.42 vs. WBALX (1.07). WBALX return over 5 years is better than : 24.46 vs. HBLYX (20.57).
| 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 | 5.500 | 0.839 | 656% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 233M | 5,064% |
| Annual Yield % from dividends | 3.53 | 1.99 | 177% |
| Returns for 1 year | 6.42 | 1.07 | 602% |
| Returns for 3 years | 16.23 | 14.60 | 111% |
| Returns for 5 years | 20.57 | 24.46 | 84% |
| Returns for 10 years | 44.06 | 37.65 | 117% |
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