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HBLYX vs WBALX
HBLYX vs WBALX Comparison
Open Charts HBLYX vs WBALX
Hartford Balanced Income Y
Price$14.44
Change+$0.13 (+0.91%)
VolumeN/A
Net Assets11.55B
Weitz Conservative Allocation-Inv Cl
Price$16.49
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets229.66M
HBLYX vs WBALX Comparison Chart
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HBLYX vs. WBALX commentary
Apr 25, 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 Buy and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.5B vs. WBALX (230M). HBLYX pays higher dividends than WBALX: HBLYX (3.53) vs WBALX (2.01). 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 (27.00). 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 : 3.39 vs. WBALX (-1.17). WBALX return over 5 years is better than : 23.71 vs. HBLYX (17.64).
| 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 | 0.364 | -2.552 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 230M | 5,000% |
| Annual Yield % from dividends | 3.53 | 2.01 | 175% |
| Returns for 1 year | 3.39 | -1.17 | -290% |
| Returns for 3 years | 5.23 | 6.11 | 86% |
| Returns for 5 years | 17.64 | 23.71 | 74% |
| Returns for 10 years | 32.56 | 25.42 | 128% |
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