HBLVX
Price
$15.16
Change
-$0.00 (-0.00%)
Updated
Aug 15 closing price
Net Assets
11.91B
WBALX
Price
$17.05
Change
-$0.01 (-0.06%)
Updated
Aug 15 closing price
Net Assets
235.49M
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HBLVX vs WBALX

Header iconHBLVX vs WBALX Comparison
Open Charts HBLVX vs WBALXBanner chart's image
Hartford Balanced Income R6
Price$15.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
Weitz Conservative Allocation-Inv Cl
Price$17.05
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets235.49M
HBLVX vs WBALX Comparison Chart in %
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HBLVX vs. WBALX commentary
Aug 18, 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 WBALX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.9B vs. WBALX (235M). HBLVX pays higher dividends than WBALX: HBLVX (3.61) vs WBALX (2.00). HBLVX was incepted earlier than WBALX: HBLVX (11 years) vs WBALX (22 years). WBALX (1.02) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. WBALX (25.00). HBLVX has a lower initial minimum investment than WBALX: HBLVX (0) vs WBALX (2500). HBLVX annual gain was more profitable for investors over the last year : 4.58 vs. WBALX (0.26). WBALX return over 5 years is better than : 20.56 vs. HBLVX (16.96).
HBLVXWBALXHBLVX / WBALX
Total Expense Ratio0.560.8566%
Annual Report Gross Expense Ratio0.561.0255%
Fund Existence11 years22 years-
Gain YTD7.3232.096349%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets11.9B235M5,064%
Annual Yield % from dividends3.612.00180%
Returns for 1 year4.580.261,748%
Returns for 3 years12.3010.33119%
Returns for 5 years16.9620.5682%
Returns for 10 years46.3838.54120%
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