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HBLVX vs WBALX
HBLVX vs WBALX Comparison
Open Charts HBLVX vs WBALX
Hartford Balanced Income R6
Price$15.53
Change+$0.11 (+0.71%)
VolumeN/A
Net Assets11.75B
Weitz Conservative Allocation-Inv Cl
Price$17.28
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets216.1M
HBLVX vs WBALX Comparison Chart in %
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HBLVX vs. WBALX commentary
Dec 04, 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 WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. WBALX (216M). HBLVX pays higher dividends than WBALX: HBLVX (3.48) vs WBALX (1.97). 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 : 3.03 vs. WBALX (-2.24). WBALX return over 5 years is better than : 16.29 vs. HBLVX (14.48).
| 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 | 10.205 | 2.935 | 348% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 216M | 5,463% |
| Annual Yield % from dividends | 3.48 | 1.97 | 177% |
| Returns for 1 year | 3.03 | -2.24 | -135% |
| Returns for 3 years | 16.01 | 13.75 | 116% |
| Returns for 5 years | 14.48 | 16.29 | 89% |
| Returns for 10 years | 49.92 | 39.16 | 127% |
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