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HBLVX vs WBALX
HBLVX vs WBALX Comparison
Open Charts HBLVX vs WBALX
Hartford Balanced Income R6
Price$15.31
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets11.68B
Weitz Conservative Allocation-Inv Cl
Price$17.06
Change-$0.06 (-0.35%)
VolumeN/A
Net Assets223.8M
HBLVX vs WBALX Comparison Chart in %
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HBLVX vs. WBALX commentary
Nov 14, 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 Buy and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.7B vs. WBALX (224M). HBLVX pays higher dividends than WBALX: HBLVX (3.54) vs WBALX (1.99). HBLVX was incepted earlier than WBALX: HBLVX (11 years) vs WBALX (22 years). WBALX (1.00) 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 : 4.04 vs. WBALX (-2.26). WBALX (16.56) and HBLVX (16.16) have equivalent 5 years return.
| HBLVX | WBALX | HBLVX / WBALX | |
| Total Expense Ratio | 0.56 | 0.85 | 66% |
| Annual Report Gross Expense Ratio | 0.56 | 1.00 | 56% |
| Fund Existence | 11 years | 22 years | - |
| Gain YTD | 9.920 | 2.516 | 394% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 224M | 5,223% |
| Annual Yield % from dividends | 3.54 | 1.99 | 178% |
| Returns for 1 year | 4.04 | -2.26 | -179% |
| Returns for 3 years | 19.82 | 15.32 | 129% |
| Returns for 5 years | 16.16 | 16.56 | 98% |
| Returns for 10 years | 51.66 | 40.57 | 127% |
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