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HBLSX vs WBAIX
HBLSX vs WBAIX Comparison
Open Charts HBLSX vs WBAIX
Hartford Balanced Income R4
Price$14.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Weitz Conservative Allocation-Instl Cl
Price$17.11
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets234.93M
HBLSX vs WBAIX Comparison Chart in %
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HBLSX 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 HBLSX is a Buy and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. WBAIX (235M). HBLSX pays higher dividends than WBAIX: HBLSX (3.24) vs WBAIX (2.10). HBLSX was incepted earlier than WBAIX: HBLSX (15 years) vs WBAIX (6 years). HBLSX (0.96) is less costly to investors than WBAIX (0.77). HBLSX is a more actively managed with annual turnover of: 61.00 vs. WBAIX (27.00). HBLSX has a lower initial minimum investment than WBAIX: HBLSX (0) vs WBAIX (1000000). HBLSX annual gain was more profitable for investors over the last year : 6.57 vs. WBAIX (2.61). WBAIX return over 5 years is better than : 25.27 vs. HBLSX (17.66).
| HBLSX | WBAIX | HBLSX / WBAIX | |
| Total Expense Ratio | 0.96 | 0.70 | 137% |
| Annual Report Gross Expense Ratio | 0.96 | 0.77 | 125% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 6.096 | 2.298 | 265% |
| 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 | 3.24 | 2.10 | 154% |
| Returns for 1 year | 6.57 | 2.61 | 252% |
| Returns for 3 years | 15.97 | 16.86 | 95% |
| Returns for 5 years | 17.66 | 25.27 | 70% |
| Returns for 10 years | 40.59 | N/A | - |
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