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HBLCX vs WBAIX
HBLCX vs WBAIX Comparison
Open Charts HBLCX vs WBAIX
Hartford Balanced Income C
Price$14.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
Weitz Conservative Allocation-Instl Cl
Price$17.10
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets235.49M
HBLCX vs WBAIX Comparison Chart in %
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HBLCX vs. WBAIX commentary
Aug 17, 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 HBLCX is a StrongBuy and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. WBAIX (235M). HBLCX pays higher dividends than WBAIX: HBLCX (2.64) vs WBAIX (2.10). HBLCX was incepted earlier than WBAIX: HBLCX (19 years) vs WBAIX (6 years). HBLCX (1.64) is less costly to investors than WBAIX (0.77). HBLCX is a more actively managed with annual turnover of: 61.00 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 : 3.34 vs. WBAIX (0.48). WBAIX return over 5 years is better than : 21.53 vs. HBLCX (10.72).
| HBLCX | WBAIX | HBLCX / WBAIX | |
| Total Expense Ratio | 1.64 | 0.70 | 234% |
| Annual Report Gross Expense Ratio | 1.64 | 0.77 | 213% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 6.604 | 2.239 | 295% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 235M | 5,064% |
| Annual Yield % from dividends | 2.64 | 2.10 | 125% |
| Returns for 1 year | 3.34 | 0.48 | 694% |
| Returns for 3 years | 8.52 | 10.85 | 79% |
| Returns for 5 years | 10.72 | 21.53 | 50% |
| Returns for 10 years | 32.45 | N/A | - |
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