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HBLAX vs WBALX
HBLAX vs WBALX Comparison
Open Charts HBLAX vs WBALX
Hartford Balanced Income A
Price$15.04
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
Weitz Conservative Allocation-Inv Cl
Price$17.10
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets227.79M
HBLAX vs WBALX Comparison Chart in %
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HBLAX vs. WBALX commentary
Oct 21, 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 WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. WBALX (228M). HBLAX pays higher dividends than WBALX: HBLAX (3.29) vs WBALX (1.98). 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 : 2.20 vs. WBALX (-2.04). WBALX return over 5 years is better than : 18.47 vs. HBLAX (15.95).
| 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 | 8.795 | 2.396 | 367% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 228M | 5,175% |
| Annual Yield % from dividends | 3.29 | 1.98 | 166% |
| Returns for 1 year | 2.20 | -2.04 | -108% |
| Returns for 3 years | 24.19 | 20.18 | 120% |
| Returns for 5 years | 15.95 | 18.47 | 86% |
| Returns for 10 years | 45.19 | 40.30 | 112% |
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