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HBLAX vs WBAIX
HBLAX vs WBAIX Comparison
Open Charts HBLAX vs WBAIX
Hartford Balanced Income A
Price$15.04
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
Weitz Conservative Allocation-Instl Cl
Price$17.15
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets227.79M
HBLAX vs WBAIX Comparison Chart in %
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HBLAX vs. WBAIX commentary
Oct 19, 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 Hold and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. WBAIX (228M). HBLAX pays higher dividends than WBAIX: HBLAX (3.29) vs WBAIX (2.08). HBLAX was incepted earlier than WBAIX: HBLAX (19 years) vs WBAIX (7 years). HBLAX (0.89) is less costly to investors than WBAIX (0.76). HBLAX is a more actively managed with annual turnover of: 61.00 vs. WBAIX (25.00). 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 : 2.20 vs. WBAIX (-1.93). WBAIX return over 5 years is better than : 19.35 vs. HBLAX (15.95).
| HBLAX | WBAIX | HBLAX / WBAIX | |
| Total Expense Ratio | 0.89 | 0.70 | 127% |
| Annual Report Gross Expense Ratio | 0.89 | 0.76 | 117% |
| Fund Existence | 19 years | 7 years | - |
| Gain YTD | 8.795 | 2.538 | 347% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 228M | 5,175% |
| Annual Yield % from dividends | 3.29 | 2.08 | 158% |
| Returns for 1 year | 2.20 | -1.93 | -114% |
| Returns for 3 years | 24.19 | 20.73 | 117% |
| Returns for 5 years | 15.95 | 19.35 | 82% |
| Returns for 10 years | 45.19 | N/A | - |
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