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HBLYX vs WBALX
HBLYX vs WBALX Comparison
Open Charts HBLYX vs WBALX
Hartford Balanced Income Y
Price$14.70
Change-$0.54 (-3.54%)
VolumeN/A
CapitalizationN/A
Weitz Conservative Allocation-Inv Cl
Price$17.02
Change-$0.03 (-0.18%)
VolumeN/A
CapitalizationN/A
HBLYX vs WBALX Comparison Chart
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HBLYX vs. WBALX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.3B vs. WBALX (241M). HBLYX pays higher dividends than WBALX: HBLYX (3.51) vs WBALX (1.54). HBLYX was incepted earlier than WBALX: HBLYX (18 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 : 9.02 vs. WBALX (5.56). WBALX return over 5 years is better than : 22.54 vs. HBLYX (15.15).
| HBLYX | WBALX | HBLYX / WBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 21 years | - |
| Gain YTD | 7.844 | 4.918 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 241M | 5,104% |
| Annual Yield % from dividends | 3.51 | 1.54 | 227% |
| Returns for 1 year | 9.02 | 5.56 | 162% |
| Returns for 3 years | 4.49 | 3.77 | 119% |
| Returns for 5 years | 15.15 | 22.54 | 67% |
| Returns for 10 years | 41.42 | 28.64 | 145% |
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