HBLRX
Price
$14.92
Change
+$0.03 (+0.20%)
Updated
Jul 25 closing price
Net Assets
11.92B
WBAIX
Price
$17.15
Change
+$0.05 (+0.29%)
Updated
Jul 25 closing price
Net Assets
237.91M
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HBLRX vs WBAIX

Header iconHBLRX vs WBAIX Comparison
Open Charts HBLRX vs WBAIXBanner chart's image
Hartford Balanced Income R3
Price$14.92
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.92B
Weitz Conservative Allocation-Instl Cl
Price$17.15
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets237.91M
HBLRX vs WBAIX Comparison Chart in %
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HBLRX vs. WBAIX commentary
Jul 28, 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 HBLRX is a Buy and WBAIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. WBAIX (238M). HBLRX pays higher dividends than WBAIX: HBLRX (2.94) vs WBAIX (2.10). HBLRX was incepted earlier than WBAIX: HBLRX (15 years) vs WBAIX (6 years). HBLRX (1.28) is less costly to investors than WBAIX (0.77). HBLRX is a more actively managed with annual turnover of: 61.00 vs. WBAIX (25.00). HBLRX has a lower initial minimum investment than WBAIX: HBLRX (0) vs WBAIX (1000000). HBLRX annual gain was more profitable for investors over the last year : 4.65 vs. WBAIX (1.83). WBAIX return over 5 years is better than : 22.87 vs. HBLRX (13.07).
HBLRXWBAIXHBLRX / WBAIX
Total Expense Ratio1.280.70183%
Annual Report Gross Expense Ratio1.280.77166%
Fund Existence15 years6 years-
Gain YTD6.2282.538245%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B238M5,000%
Annual Yield % from dividends2.942.10140%
Returns for 1 year4.651.83254%
Returns for 3 years13.3315.5786%
Returns for 5 years13.0722.8757%
Returns for 10 years37.55N/A-
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