Interact to see
Advertisement
Advertisement
HBLCX vs WBAIX
HBLCX vs WBAIX Comparison
Open Charts HBLCX vs WBAIX
Hartford Balanced Income C
Price$14.98
Change+$0.10 (+0.67%)
VolumeN/A
Net Assets11.75B
Weitz Conservative Allocation-Instl Cl
Price$17.34
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets216.1M
HBLCX vs WBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLCX vs. WBAIX commentary
Dec 05, 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 Hold and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. WBAIX (216M). HBLCX pays higher dividends than WBAIX: HBLCX (2.54) vs WBAIX (2.06). HBLCX was incepted earlier than WBAIX: HBLCX (19 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: 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 : 2.79 vs. WBAIX (-1.23). WBAIX return over 5 years is better than : 17.23 vs. HBLCX (8.52).
| HBLCX | WBAIX | HBLCX / WBAIX | |
| Total Expense Ratio | 1.64 | 0.70 | 234% |
| Annual Report Gross Expense Ratio | 1.64 | 0.76 | 216% |
| Fund Existence | 19 years | 7 years | - |
| Gain YTD | 9.775 | 3.674 | 266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.8B | 216M | 5,463% |
| Annual Yield % from dividends | 2.54 | 2.06 | 123% |
| Returns for 1 year | 2.79 | -1.23 | -226% |
| Returns for 3 years | 12.78 | 14.94 | 86% |
| Returns for 5 years | 8.52 | 17.23 | 49% |
| Returns for 10 years | 36.36 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers