HBLFX
Price
$14.80
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.95B
WBAIX
Price
$17.11
Change
+$0.04 (+0.23%)
Updated
Jul 3 closing price
Net Assets
234.93M
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HBLFX vs WBAIX

Header iconHBLFX vs WBAIX Comparison
Open Charts HBLFX vs WBAIXBanner chart's image
Hartford Balanced Income F
Price$14.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Weitz Conservative Allocation-Instl Cl
Price$17.11
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets234.93M
HBLFX vs WBAIX Comparison Chart in %
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HBLFX vs. WBAIX commentary
Jul 07, 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 HBLFX is a Buy and WBAIX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12B vs. WBAIX (235M). HBLFX pays higher dividends than WBAIX: HBLFX (3.66) vs WBAIX (2.10). HBLFX was incepted earlier than WBAIX: HBLFX (8 years) vs WBAIX (6 years). WBAIX (0.77) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. WBAIX (27.00). HBLFX (1000000) and WBAIX (1000000) have matching initial minimum investment requirements. HBLFX annual gain was more profitable for investors over the last year : 7.06 vs. WBAIX (2.61). WBAIX return over 5 years is better than : 25.27 vs. HBLFX (19.90).
HBLFXWBAIXHBLFX / WBAIX
Total Expense Ratio0.560.7080%
Annual Report Gross Expense Ratio0.560.7773%
Fund Existence8 years6 years-
Gain YTD6.3562.298277%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets12B235M5,106%
Annual Yield % from dividends3.662.10175%
Returns for 1 year7.062.61271%
Returns for 3 years17.3516.86103%
Returns for 5 years19.9025.2779%
Returns for 10 yearsN/AN/A-
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