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HBLTX vs WBALX
HBLTX vs WBALX Comparison
Open Charts HBLTX vs WBALX
Hartford Balanced Income R5
Price$14.90
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
HBLTX vs WBALX Comparison Chart in %
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HBLTX 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 HBLTX is a Buy and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. WBALX (235M). HBLTX pays higher dividends than WBALX: HBLTX (3.54) vs WBALX (2.00). HBLTX was incepted earlier than WBALX: HBLTX (15 years) vs WBALX (22 years). WBALX (1.02) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. WBALX (27.00). HBLTX has a lower initial minimum investment than WBALX: HBLTX (0) vs WBALX (2500). HBLTX annual gain was more profitable for investors over the last year : 6.97 vs. WBALX (2.39). WBALX return over 5 years is better than : 24.27 vs. HBLTX (19.41).
| HBLTX | WBALX | HBLTX / WBALX | |
| Total Expense Ratio | 0.66 | 0.85 | 78% |
| Annual Report Gross Expense Ratio | 0.66 | 1.02 | 65% |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | 6.253 | 2.156 | 290% |
| 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 | 3.54 | 2.00 | 177% |
| Returns for 1 year | 6.97 | 2.39 | 292% |
| Returns for 3 years | 17.02 | 16.33 | 104% |
| Returns for 5 years | 19.41 | 24.27 | 80% |
| Returns for 10 years | 44.20 | 39.56 | 112% |
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