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HBLSX vs WBAIX
HBLSX vs WBAIX Comparison
Open Charts HBLSX vs WBAIX
Hartford Balanced Income R4
Price$14.69
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
Weitz Conservative Allocation-Instl Cl
Price$16.88
Change-$0.12 (-0.71%)
VolumeN/A
Net Assets233.39M
HBLSX vs WBAIX Comparison Chart
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HBLSX vs. WBAIX commentary
Jun 16, 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: 11.8B vs. WBAIX (233M). HBLSX pays higher dividends than WBAIX: HBLSX (3.26) vs WBAIX (2.09). 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 : 4.40 vs. WBAIX (1.23). WBAIX return over 5 years is better than : 24.82 vs. HBLSX (15.74).
| 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 | 3.887 | 0.923 | 421% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 233M | 5,064% |
| Annual Yield % from dividends | 3.26 | 2.09 | 156% |
| Returns for 1 year | 4.40 | 1.23 | 358% |
| Returns for 3 years | 15.57 | 17.23 | 90% |
| Returns for 5 years | 15.74 | 24.82 | 63% |
| Returns for 10 years | 36.15 | N/A | - |
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