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HBLAX vs WBALX
HBLAX vs WBALX Comparison
Open Charts HBLAX vs WBALX
Hartford Balanced Income A
Price$15.07
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
Weitz Conservative Allocation-Inv Cl
Price$17.06
Change-$0.06 (-0.35%)
VolumeN/A
Net Assets223.8M
HBLAX vs WBALX Comparison Chart in %
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HBLAX vs. WBALX commentary
Nov 14, 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 WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. WBALX (224M). HBLAX pays higher dividends than WBALX: HBLAX (3.29) vs WBALX (1.99). HBLAX was incepted earlier than WBALX: HBLAX (19 years) vs WBALX (22 years). WBALX (1.00) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. WBALX (25.00). HBLAX has a lower initial minimum investment than WBALX: HBLAX (2000) vs WBALX (2500). HBLAX annual gain was more profitable for investors over the last year : 3.28 vs. WBALX (-2.26). WBALX return over 5 years is better than : 16.56 vs. HBLAX (13.61).
| HBLAX | WBALX | HBLAX / WBALX | |
| Total Expense Ratio | 0.89 | 0.85 | 105% |
| Annual Report Gross Expense Ratio | 0.89 | 1.00 | 89% |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 9.012 | 2.516 | 358% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.7B | 224M | 5,223% |
| Annual Yield % from dividends | 3.29 | 1.99 | 165% |
| Returns for 1 year | 3.28 | -2.26 | -146% |
| Returns for 3 years | 18.19 | 15.32 | 119% |
| Returns for 5 years | 13.61 | 16.56 | 82% |
| Returns for 10 years | 45.05 | 40.57 | 111% |
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