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HBLAX vs WBALX
HBLAX vs WBALX Comparison
Open Charts HBLAX vs WBALX
Hartford Balanced Income A
Price$14.85
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.64B
Weitz Conservative Allocation-Inv Cl
Price$16.71
Change-$0.41 (-2.39%)
VolumeN/A
Net Assets191.37M
HBLAX vs WBALX Comparison Chart in %
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HBLAX vs. WBALX commentary
Feb 04, 2026
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 WBALX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. WBALX (191M). HBLAX pays higher dividends than WBALX: HBLAX (3.21) vs WBALX (2.06). HBLAX was incepted earlier than WBALX: HBLAX (20 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: 90.00 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 : 6.08 vs. WBALX (-0.22). WBALX return over 5 years is better than : 12.85 vs. HBLAX (11.02).
| HBLAX | WBALX | HBLAX / WBALX | |
| Total Expense Ratio | 0.89 | 0.85 | 105% |
| Annual Report Gross Expense Ratio | 0.89 | 1.00 | 89% |
| Fund Existence | 20 years | 22 years | - |
| Gain YTD | 2.062 | 0.360 | 572% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.6B | 191M | 6,073% |
| Annual Yield % from dividends | 3.21 | 2.06 | 156% |
| Returns for 1 year | 6.08 | -0.22 | -2,720% |
| Returns for 3 years | 15.65 | 11.78 | 133% |
| Returns for 5 years | 11.02 | 12.85 | 86% |
| Returns for 10 years | 51.80 | 45.75 | 113% |
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