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HBLVX vs WBAIX
HBLVX vs WBAIX Comparison
Open Charts HBLVX vs WBAIX
Hartford Balanced Income R6
Price$15.27
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
Weitz Conservative Allocation-Instl Cl
Price$17.15
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets227.79M
HBLVX vs WBAIX Comparison Chart in %
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HBLVX vs. WBAIX commentary
Oct 19, 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 Hold and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. WBAIX (228M). HBLVX pays higher dividends than WBAIX: HBLVX (3.54) vs WBAIX (2.08). HBLVX was incepted earlier than WBAIX: HBLVX (11 years) vs WBAIX (7 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 : 2.56 vs. WBAIX (-1.93). WBAIX return over 5 years is better than : 19.35 vs. HBLVX (17.91).
| 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 | 7 years | - |
| Gain YTD | 9.062 | 2.538 | 357% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 228M | 5,175% |
| Annual Yield % from dividends | 3.54 | 2.08 | 170% |
| Returns for 1 year | 2.56 | -1.93 | -132% |
| Returns for 3 years | 25.52 | 20.73 | 123% |
| Returns for 5 years | 17.91 | 19.35 | 93% |
| Returns for 10 years | 49.80 | N/A | - |
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