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HBLFX vs WBALX
HBLFX vs WBALX Comparison
Open Charts HBLFX vs WBALX
Hartford Balanced Income F
Price$15.09
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
Weitz Conservative Allocation-Inv Cl
Price$17.06
Change-$0.06 (-0.35%)
VolumeN/A
Net Assets223.8M
HBLFX vs WBALX Comparison Chart in %
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HBLFX vs. WBALX commentary
Nov 14, 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 WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.7B vs. WBALX (224M). HBLFX pays higher dividends than WBALX: HBLFX (3.59) vs WBALX (1.99). 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 : 4.03 vs. WBALX (-2.26). WBALX (16.56) and HBLFX (16.02) have equivalent 5 years return.
| 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 | 9.999 | 2.516 | 397% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 224M | 5,223% |
| Annual Yield % from dividends | 3.59 | 1.99 | 180% |
| Returns for 1 year | 4.03 | -2.26 | -179% |
| Returns for 3 years | 19.71 | 15.32 | 129% |
| Returns for 5 years | 16.02 | 16.56 | 97% |
| Returns for 10 years | N/A | 40.57 | - |
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