HBLYX
Price
$15.02
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.95B
WBAIX
Price
$17.11
Change
+$0.04 (+0.23%)
Updated
Jul 3 closing price
Net Assets
234.93M
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HBLYX vs WBAIX

Header iconHBLYX vs WBAIX Comparison
Open Charts HBLYX vs WBAIXBanner chart's image
Hartford Balanced Income Y
Price$15.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
Weitz Conservative Allocation-Instl Cl
Price$17.11
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets234.93M
HBLYX vs WBAIX Comparison Chart in %
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HBLYX vs. WBAIX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B 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 (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 : 6.98 vs. WBAIX (2.61). WBAIX return over 5 years is better than : 25.27 vs. HBLYX (19.46).
HBLYXWBAIXHBLYX / WBAIX
Total Expense Ratio0.670.7096%
Annual Report Gross Expense Ratio0.670.7787%
Fund Existence19 years6 years-
Gain YTD6.2782.298273%
Front LoadN/AN/A-
Min. Initial Investment250000100000025%
Min. Initial Investment IRAN/AN/A-
Net Assets12B235M5,106%
Annual Yield % from dividends3.512.10167%
Returns for 1 year6.982.61268%
Returns for 3 years17.0916.86101%
Returns for 5 years19.4625.2777%
Returns for 10 years44.69N/A-
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