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HBLVX vs WBAIX
HBLVX vs WBAIX Comparison
Open Charts HBLVX vs WBAIX
Hartford Balanced Income R6
Price$15.32
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.95B
Weitz Conservative Allocation-Instl Cl
Price$17.22
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets233.69M
HBLVX vs WBAIX Comparison Chart in %
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HBLVX vs. WBAIX commentary
Sep 10, 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: 12B vs. WBAIX (234M). HBLVX pays higher dividends than WBAIX: HBLVX (3.53) vs WBAIX (2.07). HBLVX was incepted earlier than WBAIX: HBLVX (11 years) vs WBAIX (6 years). WBAIX (0.76) 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 : 4.36 vs. WBAIX (0.78). WBAIX return over 5 years is better than : 21.98 vs. HBLVX (18.59).
| HBLVX | WBAIX | HBLVX / WBAIX | |
| Total Expense Ratio | 0.56 | 0.70 | 80% |
| Annual Report Gross Expense Ratio | 0.56 | 0.76 | 74% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 8.455 | 2.956 | 286% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 234M | 5,128% |
| Annual Yield % from dividends | 3.53 | 2.07 | 170% |
| Returns for 1 year | 4.36 | 0.78 | 559% |
| Returns for 3 years | 17.45 | 15.67 | 111% |
| Returns for 5 years | 18.59 | 21.98 | 85% |
| Returns for 10 years | 52.45 | N/A | - |
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