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HBLCX vs WBAIX
HBLCX vs WBAIX Comparison
Open Charts HBLCX vs WBAIX
Hartford Balanced Income C
Price$14.43
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets11.68B
Weitz Conservative Allocation-Instl Cl
Price$16.78
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets214.96M
HBLCX vs WBAIX Comparison Chart in %
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HBLCX vs. WBAIX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.7B vs. WBAIX (215M). 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 : 5.49 vs. WBAIX (-0.32). WBAIX return over 5 years is better than : 14.20 vs. HBLCX (5.50).
| 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 | 5.744 | 0.325 | 1,765% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.7B | 215M | 5,442% |
| Annual Yield % from dividends | 2.54 | 2.06 | 123% |
| Returns for 1 year | 5.49 | -0.32 | -1,695% |
| Returns for 3 years | 14.43 | 14.95 | 97% |
| Returns for 5 years | 5.50 | 14.20 | 39% |
| Returns for 10 years | 34.72 | N/A | - |
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