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HBLCX vs WBAIX
HBLCX vs WBAIX Comparison
Open Charts HBLCX vs WBAIX
Hartford Balanced Income C
Price$14.78
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.95B
Weitz Conservative Allocation-Instl Cl
Price$17.22
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets233.69M
HBLCX vs WBAIX Comparison Chart in %
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HBLCX vs. WBAIX commentary
Sep 10, 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: 12B vs. WBAIX (234M). HBLCX pays higher dividends than WBAIX: HBLCX (2.58) vs WBAIX (2.07). HBLCX was incepted earlier than WBAIX: HBLCX (19 years) vs WBAIX (6 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 : 3.12 vs. WBAIX (0.78). WBAIX return over 5 years is better than : 21.98 vs. HBLCX (12.24).
| 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 | 6 years | - |
| Gain YTD | 7.624 | 2.956 | 258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 234M | 5,128% |
| Annual Yield % from dividends | 2.58 | 2.07 | 125% |
| Returns for 1 year | 3.12 | 0.78 | 400% |
| Returns for 3 years | 13.43 | 15.67 | 86% |
| Returns for 5 years | 12.24 | 21.98 | 56% |
| Returns for 10 years | 37.89 | N/A | - |
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