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HBLCX vs WBALX
HBLCX vs WBALX Comparison
Open Charts HBLCX vs WBALX
Hartford Balanced Income C
Price$14.78
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.95B
Weitz Conservative Allocation-Inv Cl
Price$17.17
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets233.76M
HBLCX vs WBALX Comparison Chart in %
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HBLCX vs. WBALX commentary
Sep 09, 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.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12B vs. WBALX (234M). HBLCX pays higher dividends than WBALX: HBLCX (2.58) vs WBALX (1.97). HBLCX was incepted earlier than WBALX: HBLCX (19 years) vs WBALX (22 years). HBLCX (1.64) is less costly to investors than WBALX (1.00). 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 : 3.12 vs. WBALX (0.68). WBALX return over 5 years is better than : 21.01 vs. HBLCX (12.24).
| HBLCX | WBALX | HBLCX / WBALX | |
| Total Expense Ratio | 1.64 | 0.85 | 193% |
| Annual Report Gross Expense Ratio | 1.64 | 1.00 | 164% |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 7.624 | 2.815 | 271% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 234M | 5,128% |
| Annual Yield % from dividends | 2.58 | 1.97 | 131% |
| Returns for 1 year | 3.12 | 0.68 | 461% |
| Returns for 3 years | 13.43 | 15.14 | 89% |
| Returns for 5 years | 12.24 | 21.01 | 58% |
| Returns for 10 years | 37.89 | 43.91 | 86% |
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