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HBLYX vs WBALX
HBLYX vs WBALX Comparison
Open Charts HBLYX vs WBALX
Hartford Balanced Income Y
Price$15.20
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
Weitz Conservative Allocation-Inv Cl
Price$16.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets220.09M
HBLYX vs WBALX Comparison Chart in %
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HBLYX vs. WBALX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. WBALX (220M). HBLYX pays higher dividends than WBALX: HBLYX (3.44) vs WBALX (1.99). 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 : 3.31 vs. WBALX (-2.41). WBALX return over 5 years is better than : 15.41 vs. HBLYX (13.89).
| 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 | 8.691 | 1.378 | 631% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 220M | 5,273% |
| Annual Yield % from dividends | 3.44 | 1.99 | 173% |
| Returns for 1 year | 3.31 | -2.41 | -137% |
| Returns for 3 years | 17.36 | 14.48 | 120% |
| Returns for 5 years | 13.89 | 15.41 | 90% |
| Returns for 10 years | 46.70 | 37.36 | 125% |
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