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HBLFX vs WBAIX
HBLFX vs WBAIX Comparison
Open Charts HBLFX vs WBAIX
Hartford Balanced Income F
Price$14.62
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
Weitz Conservative Allocation-Instl Cl
Price$16.88
Change-$0.12 (-0.71%)
VolumeN/A
Net Assets233.39M
HBLFX vs WBAIX Comparison Chart
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HBLFX vs. WBAIX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.8B vs. WBAIX (233M). HBLFX pays higher dividends than WBAIX: HBLFX (3.68) vs WBAIX (2.09). 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 : 4.78 vs. WBAIX (1.23). WBAIX return over 5 years is better than : 24.82 vs. HBLFX (17.86).
| HBLFX | WBAIX | HBLFX / WBAIX | |
| Total Expense Ratio | 0.56 | 0.70 | 80% |
| Annual Report Gross Expense Ratio | 0.56 | 0.77 | 73% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 4.096 | 0.923 | 444% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 233M | 5,064% |
| Annual Yield % from dividends | 3.68 | 2.09 | 176% |
| Returns for 1 year | 4.78 | 1.23 | 389% |
| Returns for 3 years | 16.94 | 17.23 | 98% |
| Returns for 5 years | 17.86 | 24.82 | 72% |
| Returns for 10 years | N/A | N/A | - |
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