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HBLRX vs WBAIX
HBLRX vs WBAIX Comparison
Open Charts HBLRX vs WBAIX
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.
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).
| HBLRX | WBAIX | HBLRX / WBAIX | |
| Total Expense Ratio | 1.28 | 0.70 | 183% |
| Annual Report Gross Expense Ratio | 1.28 | 0.77 | 166% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 5.943 | 2.298 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 235M | 5,106% |
| Annual Yield % from dividends | 2.94 | 2.10 | 140% |
| Returns for 1 year | 6.32 | 2.61 | 242% |
| Returns for 3 years | 14.94 | 16.86 | 89% |
| Returns for 5 years | 16.03 | 25.27 | 63% |
| Returns for 10 years | 37.08 | N/A | - |
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