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HBLCX vs WBAIX
HBLCX vs WBAIX Comparison
Open Charts HBLCX vs WBAIX
Hartford Balanced Income C
Price$14.78
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.68B
Weitz Conservative Allocation-Instl Cl
Price$17.12
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets222.39M
HBLCX vs WBAIX Comparison Chart in %
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HBLCX vs. WBAIX commentary
Nov 14, 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 Buy and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.7B vs. WBAIX (222M). HBLCX pays higher dividends than WBAIX: HBLCX (2.59) vs WBAIX (2.09). 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 : 2.37 vs. WBAIX (-2.09). WBAIX return over 5 years is better than : 17.42 vs. HBLCX (9.27).
| 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 | 8.309 | 2.657 | 313% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.7B | 222M | 5,270% |
| Annual Yield % from dividends | 2.59 | 2.09 | 124% |
| Returns for 1 year | 2.37 | -2.09 | -113% |
| Returns for 3 years | 15.35 | 15.85 | 97% |
| Returns for 5 years | 9.27 | 17.42 | 53% |
| Returns for 10 years | 35.25 | N/A | - |
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