HBLCX
Price
$14.64
Change
-$0.00 (-0.00%)
Updated
Aug 15 closing price
Net Assets
11.91B
WBALX
Price
$17.05
Change
-$0.01 (-0.06%)
Updated
Aug 15 closing price
Net Assets
235.49M
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HBLCX vs WBALX

Header iconHBLCX vs WBALX Comparison
Open Charts HBLCX vs WBALXBanner chart's image
Hartford Balanced Income C
Price$14.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
Weitz Conservative Allocation-Inv Cl
Price$17.05
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets235.49M
HBLCX vs WBALX Comparison Chart in %
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HBLCX vs. WBALX commentary
Aug 18, 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 WBALX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. WBALX (235M). HBLCX pays higher dividends than WBALX: HBLCX (2.64) vs WBALX (2.00). HBLCX was incepted earlier than WBALX: HBLCX (19 years) vs WBALX (22 years). HBLCX (1.64) is less costly to investors than WBALX (1.02). HBLCX is a more actively managed with annual turnover of: 61.00 vs. WBALX (25.00). HBLCX has a lower initial minimum investment than WBALX: HBLCX (2000) vs WBALX (2500). HBLCX annual gain was more profitable for investors over the last year : 3.34 vs. WBALX (0.26). WBALX return over 5 years is better than : 20.56 vs. HBLCX (10.72).
HBLCXWBALXHBLCX / WBALX
Total Expense Ratio1.640.85193%
Annual Report Gross Expense Ratio1.641.02161%
Fund Existence19 years22 years-
Gain YTD6.6042.096315%
Front LoadN/AN/A-
Min. Initial Investment2000250080%
Min. Initial Investment IRA2000N/A-
Net Assets11.9B235M5,064%
Annual Yield % from dividends2.642.00132%
Returns for 1 year3.340.261,276%
Returns for 3 years8.5210.3382%
Returns for 5 years10.7220.5652%
Returns for 10 years32.4538.5484%
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