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HBLYX vs WBAIX
HBLYX vs WBAIX Comparison
Open Charts HBLYX vs WBAIX
Hartford Balanced Income Y
Price$15.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
Weitz Conservative Allocation-Instl Cl
Price$17.10
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets235.49M
HBLYX vs WBAIX Comparison Chart in %
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HBLYX vs. WBAIX commentary
Aug 17, 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 StrongBuy and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. WBAIX (235M). HBLYX pays higher dividends than WBAIX: HBLYX (3.51) vs WBAIX (2.10). HBLYX was incepted earlier than WBAIX: HBLYX (19 years) vs WBAIX (6 years). WBAIX (0.77) 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 : 4.53 vs. WBAIX (0.48). WBAIX return over 5 years is better than : 21.53 vs. HBLYX (16.43).
| HBLYX | WBAIX | HBLYX / WBAIX | |
| Total Expense Ratio | 0.67 | 0.70 | 96% |
| Annual Report Gross Expense Ratio | 0.67 | 0.77 | 87% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 7.340 | 2.239 | 328% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 235M | 5,064% |
| Annual Yield % from dividends | 3.51 | 2.10 | 167% |
| Returns for 1 year | 4.53 | 0.48 | 942% |
| Returns for 3 years | 11.99 | 10.85 | 111% |
| Returns for 5 years | 16.43 | 21.53 | 76% |
| Returns for 10 years | 45.49 | N/A | - |
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