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HBLRX vs WBALX
HBLRX vs WBALX Comparison
Open Charts HBLRX vs WBALX
Hartford Balanced Income R3
Price$14.88
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.95B
Weitz Conservative Allocation-Inv Cl
Price$17.06
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets234.93M
HBLRX vs WBALX Comparison Chart in %
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HBLRX vs. WBALX 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 WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. WBALX (235M). HBLRX pays higher dividends than WBALX: HBLRX (2.94) vs WBALX (2.00). HBLRX was incepted earlier than WBALX: HBLRX (15 years) vs WBALX (22 years). HBLRX (1.28) is less costly to investors than WBALX (1.02). HBLRX is a more actively managed with annual turnover of: 61.00 vs. WBALX (27.00). 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 : 6.32 vs. WBALX (2.39). WBALX return over 5 years is better than : 24.27 vs. HBLRX (16.03).
| HBLRX | WBALX | HBLRX / WBALX | |
| Total Expense Ratio | 1.28 | 0.85 | 151% |
| Annual Report Gross Expense Ratio | 1.28 | 1.02 | 125% |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | 5.943 | 2.156 | 276% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 235M | 5,106% |
| Annual Yield % from dividends | 2.94 | 2.00 | 147% |
| Returns for 1 year | 6.32 | 2.39 | 265% |
| Returns for 3 years | 14.94 | 16.33 | 92% |
| Returns for 5 years | 16.03 | 24.27 | 66% |
| Returns for 10 years | 37.08 | 39.56 | 94% |
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