Interact to see
Advertisement
Advertisement
HBLRX vs WBALX
HBLRX vs WBALX Comparison
Open Charts HBLRX vs WBALX
Hartford Balanced Income R3
Price$14.93
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets11.63B
Weitz Conservative Allocation-Inv Cl
Price$16.71
Change-$0.41 (-2.39%)
VolumeN/A
Net Assets191.37M
HBLRX vs WBALX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLRX vs. WBALX commentary
Feb 04, 2026
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: 11.6B vs. WBALX (191M). HBLRX pays higher dividends than WBALX: HBLRX (2.82) vs WBALX (2.06). 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: 90.00 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 : 5.70 vs. WBALX (-0.22). WBALX return over 5 years is better than : 12.85 vs. HBLRX (8.92).
| 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 | 1.981 | 0.360 | 550% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 191M | 6,073% |
| Annual Yield % from dividends | 2.82 | 2.06 | 137% |
| Returns for 1 year | 5.70 | -0.22 | -2,549% |
| Returns for 3 years | 14.29 | 11.78 | 121% |
| Returns for 5 years | 8.92 | 12.85 | 69% |
| Returns for 10 years | 47.10 | 45.75 | 103% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SIVIX | 15.50 | -0.02 | -0.13% |
| State Street Instl Small-Cap Equity Inv | |||
| FBAFX | 38.42 | -0.16 | -0.41% |
| American Funds American Balanced 529-F-2 | |||
| PCAOX | 83.52 | -0.61 | -0.73% |
| Principal Capital Appreciation R3 | |||
| DLQAX | 11.94 | -0.09 | -0.75% |
| BNY Mellon Large Cap Equity A | |||
| TFFIX | 85.36 | -1.00 | -1.16% |
| Touchstone Focused Instl | |||