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HBLSX vs WBALX
HBLSX vs WBALX Comparison
Open Charts HBLSX vs WBALX
Hartford Balanced Income R4
Price$14.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Weitz Conservative Allocation-Inv Cl
Price$17.06
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets234.93M
HBLSX vs WBALX Comparison Chart in %
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HBLSX 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 HBLSX is a Buy and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. WBALX (235M). HBLSX pays higher dividends than WBALX: HBLSX (3.24) vs WBALX (2.00). HBLSX was incepted earlier than WBALX: HBLSX (15 years) vs WBALX (22 years). WBALX (1.02) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. WBALX (27.00). HBLSX has a lower initial minimum investment than WBALX: HBLSX (0) vs WBALX (2500). HBLSX annual gain was more profitable for investors over the last year : 6.57 vs. WBALX (2.39). WBALX return over 5 years is better than : 24.27 vs. HBLSX (17.66).
| HBLSX | WBALX | HBLSX / WBALX | |
| Total Expense Ratio | 0.96 | 0.85 | 113% |
| Annual Report Gross Expense Ratio | 0.96 | 1.02 | 94% |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | 6.096 | 2.156 | 283% |
| 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 | 3.24 | 2.00 | 162% |
| Returns for 1 year | 6.57 | 2.39 | 276% |
| Returns for 3 years | 15.97 | 16.33 | 98% |
| Returns for 5 years | 17.66 | 24.27 | 73% |
| Returns for 10 years | 40.59 | 39.56 | 103% |
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