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HBLAX vs WBAIX
HBLAX vs WBAIX Comparison
Open Charts HBLAX vs WBAIX
Hartford Balanced Income A
Price$14.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Weitz Conservative Allocation-Instl Cl
Price$17.11
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets234.93M
HBLAX vs WBAIX Comparison Chart in %
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HBLAX vs. WBAIX commentary
Jul 07, 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 HBLAX is a Buy and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. WBAIX (235M). HBLAX pays higher dividends than WBAIX: HBLAX (3.35) vs WBAIX (2.10). HBLAX was incepted earlier than WBAIX: HBLAX (19 years) vs WBAIX (6 years). HBLAX (0.89) is less costly to investors than WBAIX (0.77). HBLAX is a more actively managed with annual turnover of: 61.00 vs. WBAIX (27.00). HBLAX has a lower initial minimum investment than WBAIX: HBLAX (2000) vs WBAIX (1000000). HBLAX annual gain was more profitable for investors over the last year : 6.72 vs. WBAIX (2.61). WBAIX return over 5 years is better than : 25.27 vs. HBLAX (18.09).
| HBLAX | WBAIX | HBLAX / WBAIX | |
| Total Expense Ratio | 0.89 | 0.70 | 127% |
| Annual Report Gross Expense Ratio | 0.89 | 0.77 | 116% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 6.116 | 2.298 | 266% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 235M | 5,106% |
| Annual Yield % from dividends | 3.35 | 2.10 | 160% |
| Returns for 1 year | 6.72 | 2.61 | 258% |
| Returns for 3 years | 16.22 | 16.86 | 96% |
| Returns for 5 years | 18.09 | 25.27 | 72% |
| Returns for 10 years | 41.22 | N/A | - |
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