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HBLIX vs WBALX
HBLIX vs WBALX Comparison
Open Charts HBLIX vs WBALX
Hartford Balanced Income I
Price$15.29
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
HBLIX vs WBALX Comparison Chart in %
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HBLIX 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 HBLIX is a Hold and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. WBALX (216M). HBLIX pays higher dividends than WBALX: HBLIX (3.45) vs WBALX (1.97). HBLIX was incepted earlier than WBALX: HBLIX (16 years) vs WBALX (22 years). WBALX (1.00) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. WBALX (25.00). HBLIX has a lower initial minimum investment than WBALX: HBLIX (2000) vs WBALX (2500). HBLIX annual gain was more profitable for investors over the last year : 2.85 vs. WBALX (-2.24). WBALX return over 5 years is better than : 16.29 vs. HBLIX (13.79).
| HBLIX | WBALX | HBLIX / WBALX | |
| Total Expense Ratio | 0.65 | 0.85 | 76% |
| Annual Report Gross Expense Ratio | 0.65 | 1.00 | 65% |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | 10.069 | 2.935 | 343% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 216M | 5,463% |
| Annual Yield % from dividends | 3.45 | 1.97 | 175% |
| Returns for 1 year | 2.85 | -2.24 | -127% |
| Returns for 3 years | 15.58 | 13.75 | 113% |
| Returns for 5 years | 13.79 | 16.29 | 85% |
| Returns for 10 years | 48.37 | 39.16 | 124% |
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