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HBLYX vs WBAIX
HBLYX vs WBAIX Comparison
Open Charts HBLYX vs WBAIX
Hartford Balanced Income Y
Price$14.84
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
Weitz Conservative Allocation-Instl Cl
Price$16.88
Change-$0.12 (-0.71%)
VolumeN/A
Net Assets233.39M
HBLYX vs WBAIX Comparison Chart
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HBLYX vs. WBAIX commentary
Jun 16, 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 Buy and WBAIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. WBAIX (233M). HBLYX pays higher dividends than WBAIX: HBLYX (3.53) vs WBAIX (2.09). 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 (27.00). 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 : 4.74 vs. WBAIX (1.23). WBAIX return over 5 years is better than : 24.82 vs. HBLYX (17.48).
| 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 | 4.081 | 0.923 | 442% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 233M | 5,064% |
| Annual Yield % from dividends | 3.53 | 2.09 | 168% |
| Returns for 1 year | 4.74 | 1.23 | 386% |
| Returns for 3 years | 16.70 | 17.23 | 97% |
| Returns for 5 years | 17.48 | 24.82 | 70% |
| Returns for 10 years | 40.09 | N/A | - |
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