Interact to see
Advertisement
Advertisement
HBLAX vs WBAIX
HBLAX vs WBAIX Comparison
Open Charts HBLAX vs WBAIX
Hartford Balanced Income A
Price$14.60
Change-$0.09 (-0.61%)
VolumeN/A
Net Assets11.79B
Weitz Conservative Allocation-Instl Cl
Price$16.88
Change-$0.12 (-0.71%)
VolumeN/A
Net Assets233.39M
HBLAX vs WBAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLAX vs. WBAIX commentary
Jun 16, 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: 11.8B vs. WBAIX (233M). HBLAX pays higher dividends than WBAIX: HBLAX (3.37) vs WBAIX (2.09). 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 : 4.44 vs. WBAIX (1.23). WBAIX return over 5 years is better than : 24.82 vs. HBLAX (16.05).
| 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 | 3.871 | 0.923 | 419% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 233M | 5,064% |
| Annual Yield % from dividends | 3.37 | 2.09 | 161% |
| Returns for 1 year | 4.44 | 1.23 | 362% |
| Returns for 3 years | 15.81 | 17.23 | 92% |
| Returns for 5 years | 16.05 | 24.82 | 65% |
| Returns for 10 years | 36.60 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers