Interact to see
Advertisement
Advertisement
HBLFX vs WBALX
HBLFX vs WBALX Comparison
Open Charts HBLFX vs WBALX
Hartford Balanced Income F
Price$15.30
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets11.75B
Weitz Conservative Allocation-Inv Cl
Price$17.28
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets216.1M
HBLFX vs WBALX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLFX vs. WBALX commentary
Dec 04, 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 Hold and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.8B vs. WBALX (216M). HBLFX pays higher dividends than WBALX: HBLFX (3.53) vs WBALX (1.97). HBLFX was incepted earlier than WBALX: HBLFX (9 years) vs WBALX (22 years). WBALX (1.00) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. WBALX (25.00). WBALX has a lower initial minimum investment than HBLFX: WBALX (2500) vs HBLFX (1000000). HBLFX annual gain was more profitable for investors over the last year : 2.94 vs. WBALX (-2.24). WBALX return over 5 years is better than : 16.29 vs. HBLFX (14.32).
| HBLFX | WBALX | HBLFX / WBALX | |
| Total Expense Ratio | 0.56 | 0.85 | 66% |
| Annual Report Gross Expense Ratio | 0.56 | 1.00 | 56% |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 10.216 | 2.935 | 348% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 216M | 5,463% |
| Annual Yield % from dividends | 3.53 | 1.97 | 180% |
| Returns for 1 year | 2.94 | -2.24 | -131% |
| Returns for 3 years | 15.87 | 13.75 | 115% |
| Returns for 5 years | 14.32 | 16.29 | 88% |
| Returns for 10 years | N/A | 39.16 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GQQQ | 30.23 | 0.20 | +0.65% |
| Astoria US Quality Growth Kings ETF | |||
| ETW | 9.13 | 0.03 | +0.33% |
| Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | |||
| STXD | 36.87 | 0.12 | +0.33% |
| Strive 1000 Dividend Growth ETF | |||
| IBMS | 25.95 | N/A | N/A |
| iShares iBonds Dec 2030 Term Mun Bd ETF | |||
| RAAX | 35.36 | -0.20 | -0.56% |
| VanEck Real Assets ETF | |||