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HBLCX vs WBAIX
HBLCX vs WBAIX Comparison
Open Charts HBLCX vs WBAIX
Hartford Balanced Income C
Price$14.56
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets11.92B
Weitz Conservative Allocation-Instl Cl
Price$17.15
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets237.91M
HBLCX vs WBAIX Comparison Chart in %
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HBLCX vs. WBAIX commentary
Jul 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. WBAIX (238M). HBLCX pays higher dividends than WBAIX: HBLCX (2.63) 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 : 4.21 vs. WBAIX (1.83). WBAIX return over 5 years is better than : 22.87 vs. HBLCX (10.80).
| 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 | 6.022 | 2.538 | 237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.9B | 238M | 5,000% |
| Annual Yield % from dividends | 2.63 | 2.10 | 125% |
| Returns for 1 year | 4.21 | 1.83 | 230% |
| Returns for 3 years | 11.90 | 15.57 | 76% |
| Returns for 5 years | 10.80 | 22.87 | 47% |
| Returns for 10 years | 32.33 | N/A | - |
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