Interact to see
Advertisement
Advertisement
HBLAX vs WBAIX
HBLAX vs WBAIX Comparison
Open Charts HBLAX vs WBAIX
Hartford Balanced Income A
Price$15.08
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.95B
Weitz Conservative Allocation-Instl Cl
Price$17.22
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets233.69M
HBLAX vs WBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLAX vs. WBAIX commentary
Sep 10, 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 StrongBuy and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. WBAIX (234M). HBLAX pays higher dividends than WBAIX: HBLAX (3.28) vs WBAIX (2.07). HBLAX was incepted earlier than WBAIX: HBLAX (19 years) vs WBAIX (6 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 : 3.96 vs. WBAIX (0.78). WBAIX return over 5 years is better than : 21.98 vs. HBLAX (16.60).
| 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 | 6 years | - |
| Gain YTD | 8.196 | 2.956 | 277% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 234M | 5,128% |
| Annual Yield % from dividends | 3.28 | 2.07 | 158% |
| Returns for 1 year | 3.96 | 0.78 | 507% |
| Returns for 3 years | 16.27 | 15.67 | 104% |
| Returns for 5 years | 16.60 | 21.98 | 76% |
| Returns for 10 years | 47.76 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| LIAX | 254.32 | 5.88 | +2.37% |
| LifeX 2063 Infl-Prt Longevity Inc ETF | |||
| KPRO | 29.73 | 0.28 | +0.96% |
| KraneShares 100% KWEB Dfnd OutcmJan27ETF | |||
| KEMX | 33.30 | 0.27 | +0.81% |
| KraneShares MSCI Em Mkts ex CHN ETF | |||
| FLRG | 37.67 | 0.11 | +0.30% |
| Fidelity U.S. Multifactor ETF | |||
| IVOV | 101.81 | -0.12 | -0.12% |
| Vanguard S&P Mid-Cap 400 Value ETF | |||