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HBLFX vs WBAIX
HBLFX vs WBAIX Comparison
Open Charts HBLFX vs WBAIX
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.
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).
| 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 | 6.356 | 2.298 | 277% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 235M | 5,106% |
| Annual Yield % from dividends | 3.66 | 2.10 | 175% |
| Returns for 1 year | 7.06 | 2.61 | 271% |
| Returns for 3 years | 17.35 | 16.86 | 103% |
| Returns for 5 years | 19.90 | 25.27 | 79% |
| Returns for 10 years | N/A | N/A | - |
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