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HBLRX vs WBALX
HBLRX vs WBALX Comparison
Open Charts HBLRX vs WBALX
Hartford Balanced Income R3
Price$15.15
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Weitz Conservative Allocation-Inv Cl
Price$17.17
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets233.76M
HBLRX vs WBALX Comparison Chart in %
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HBLRX vs. WBALX commentary
Sep 09, 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 StrongBuy and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. WBALX (234M). HBLRX pays higher dividends than WBALX: HBLRX (2.88) vs WBALX (1.97). HBLRX was incepted earlier than WBALX: HBLRX (15 years) vs WBALX (22 years). HBLRX (1.28) is less costly to investors than WBALX (1.00). HBLRX is a more actively managed with annual turnover of: 61.00 vs. WBALX (25.00). HBLRX has a lower initial minimum investment than WBALX: HBLRX (0) vs WBALX (2500). HBLRX annual gain was more profitable for investors over the last year : 3.51 vs. WBALX (0.68). WBALX return over 5 years is better than : 21.01 vs. HBLRX (14.58).
| HBLRX | WBALX | HBLRX / WBALX | |
| Total Expense Ratio | 1.28 | 0.85 | 151% |
| Annual Report Gross Expense Ratio | 1.28 | 1.00 | 128% |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | 7.866 | 2.815 | 279% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 234M | 5,128% |
| Annual Yield % from dividends | 2.88 | 1.97 | 146% |
| Returns for 1 year | 3.51 | 0.68 | 519% |
| Returns for 3 years | 14.92 | 15.14 | 99% |
| Returns for 5 years | 14.58 | 21.01 | 69% |
| Returns for 10 years | 43.43 | 43.91 | 99% |
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