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HBLCX vs WBAIX
HBLCX vs WBAIX Comparison
Open Charts HBLCX vs WBAIX
Hartford Balanced Income C
Price$14.55
Change-$0.20 (-1.36%)
VolumeN/A
Net Assets11.63B
Weitz Conservative Allocation-Instl Cl
Price$16.76
Change-$0.41 (-2.39%)
VolumeN/A
Net Assets191.37M
HBLCX vs WBAIX Comparison Chart in %
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HBLCX vs. WBAIX 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 HBLCX is a StrongBuy and WBAIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. WBAIX (191M). HBLCX pays higher dividends than WBAIX: HBLCX (2.51) vs WBAIX (2.16). HBLCX was incepted earlier than WBAIX: HBLCX (20 years) vs WBAIX (7 years). HBLCX (1.64) is less costly to investors than WBAIX (0.76). HBLCX is a more actively managed with annual turnover of: 90.00 vs. WBAIX (25.00). HBLCX has a lower initial minimum investment than WBAIX: HBLCX (2000) vs WBAIX (1000000). HBLCX annual gain was more profitable for investors over the last year : 5.20 vs. WBAIX (-0.05). WBAIX return over 5 years is better than : 13.70 vs. HBLCX (6.53).
| HBLCX | WBAIX | HBLCX / WBAIX | |
| Total Expense Ratio | 1.64 | 0.70 | 234% |
| Annual Report Gross Expense Ratio | 1.64 | 0.76 | 216% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 2.034 | 0.359 | 566% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.6B | 191M | 6,073% |
| Annual Yield % from dividends | 2.51 | 2.16 | 116% |
| Returns for 1 year | 5.20 | -0.05 | -9,720% |
| Returns for 3 years | 12.82 | 12.32 | 104% |
| Returns for 5 years | 6.53 | 13.70 | 48% |
| Returns for 10 years | 41.23 | N/A | - |
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