HBLRX
Price
$14.88
Change
+$0.01 (+0.07%)
Updated
Jul 3 closing price
Net Assets
11.95B
WBAIX
Price
$17.11
Change
+$0.04 (+0.23%)
Updated
Jul 3 closing price
Net Assets
234.93M
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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$14.88
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.95B
Weitz Conservative Allocation-Instl Cl
Price$17.11
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets234.93M
HBLRX vs WBAIX Comparison Chart in %
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HBLRX 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 HBLRX is a Buy and WBAIX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. WBAIX (235M). 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 (27.00). 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 : 6.32 vs. WBAIX (2.61). WBAIX return over 5 years is better than : 25.27 vs. HBLRX (16.03).
HBLRXWBAIXHBLRX / WBAIX
Total Expense Ratio1.280.70183%
Annual Report Gross Expense Ratio1.280.77166%
Fund Existence15 years6 years-
Gain YTD5.9432.298259%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets12B235M5,106%
Annual Yield % from dividends2.942.10140%
Returns for 1 year6.322.61242%
Returns for 3 years14.9416.8689%
Returns for 5 years16.0325.2763%
Returns for 10 years37.08N/A-
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