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HBLRX vs WBALX
HBLRX vs WBALX Comparison
Open Charts HBLRX vs WBALX
Hartford Balanced Income R3
Price$14.83
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
Weitz Conservative Allocation-Inv Cl
Price$16.74
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets214.98M
HBLRX vs WBALX Comparison Chart in %
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HBLRX vs. WBALX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. WBALX (215M). HBLRX pays higher dividends than WBALX: HBLRX (2.85) vs WBALX (1.97). HBLRX was incepted earlier than WBALX: HBLRX (16 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 : 5.98 vs. WBALX (-0.41). WBALX return over 5 years is better than : 13.51 vs. HBLRX (7.97).
| HBLRX | WBALX | HBLRX / WBALX | |
| Total Expense Ratio | 1.28 | 0.85 | 151% |
| Annual Report Gross Expense Ratio | 1.28 | 1.00 | 128% |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | 6.346 | 0.240 | 2,643% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 215M | 5,442% |
| Annual Yield % from dividends | 2.85 | 1.97 | 145% |
| Returns for 1 year | 5.98 | -0.41 | -1,459% |
| Returns for 3 years | 16.48 | 14.57 | 113% |
| Returns for 5 years | 7.97 | 13.51 | 59% |
| Returns for 10 years | 40.60 | 39.77 | 102% |
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