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HBLYX vs WBAIX
HBLYX vs WBAIX Comparison
Open Charts HBLYX vs WBAIX
Hartford Balanced Income Y
Price$15.28
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.81B
Weitz Conservative Allocation-Instl Cl
Price$17.15
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets227.79M
HBLYX vs WBAIX Comparison Chart in %
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HBLYX 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 HBLYX is a Hold and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. WBAIX (228M). HBLYX pays higher dividends than WBAIX: HBLYX (3.44) vs WBAIX (2.08). HBLYX was incepted earlier than WBAIX: HBLYX (19 years) vs WBAIX (7 years). WBAIX (0.76) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. WBAIX (25.00). HBLYX has a lower initial minimum investment than WBAIX: HBLYX (250000) vs WBAIX (1000000). HBLYX annual gain was more profitable for investors over the last year : 2.51 vs. WBAIX (-1.93). WBAIX return over 5 years is better than : 19.35 vs. HBLYX (17.35).
| HBLYX | WBAIX | HBLYX / WBAIX | |
| Total Expense Ratio | 0.67 | 0.70 | 96% |
| Annual Report Gross Expense Ratio | 0.67 | 0.76 | 88% |
| Fund Existence | 19 years | 7 years | - |
| Gain YTD | 9.048 | 2.538 | 357% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 228M | 5,175% |
| Annual Yield % from dividends | 3.44 | 2.08 | 165% |
| Returns for 1 year | 2.51 | -1.93 | -130% |
| Returns for 3 years | 25.18 | 20.73 | 121% |
| Returns for 5 years | 17.35 | 19.35 | 90% |
| Returns for 10 years | 48.84 | N/A | - |
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