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HBLVX vs WBAIX
HBLVX vs WBAIX Comparison
Open Charts HBLVX vs WBAIX
Hartford Balanced Income R6
Price$15.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
Weitz Conservative Allocation-Instl Cl
Price$17.10
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets235.49M
HBLVX vs WBAIX Comparison Chart in %
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HBLVX vs. WBAIX commentary
Aug 17, 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 HBLVX is a StrongBuy and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.9B vs. WBAIX (235M). HBLVX pays higher dividends than WBAIX: HBLVX (3.61) vs WBAIX (2.10). HBLVX was incepted earlier than WBAIX: HBLVX (11 years) vs WBAIX (6 years). WBAIX (0.77) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. WBAIX (25.00). HBLVX has a lower initial minimum investment than WBAIX: HBLVX (0) vs WBAIX (1000000). HBLVX annual gain was more profitable for investors over the last year : 4.58 vs. WBAIX (0.48). WBAIX return over 5 years is better than : 21.53 vs. HBLVX (16.96).
| HBLVX | WBAIX | HBLVX / WBAIX | |
| Total Expense Ratio | 0.56 | 0.70 | 80% |
| Annual Report Gross Expense Ratio | 0.56 | 0.77 | 73% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 7.323 | 2.239 | 327% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 235M | 5,064% |
| Annual Yield % from dividends | 3.61 | 2.10 | 172% |
| Returns for 1 year | 4.58 | 0.48 | 950% |
| Returns for 3 years | 12.30 | 10.85 | 113% |
| Returns for 5 years | 16.96 | 21.53 | 79% |
| Returns for 10 years | 46.38 | N/A | - |
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