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HBLYX vs WBAIX
HBLYX vs WBAIX Comparison
Open Charts HBLYX vs WBAIX
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.
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).
| 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 | 6.278 | 2.298 | 273% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 235M | 5,106% |
| Annual Yield % from dividends | 3.51 | 2.10 | 167% |
| Returns for 1 year | 6.98 | 2.61 | 268% |
| Returns for 3 years | 17.09 | 16.86 | 101% |
| Returns for 5 years | 19.46 | 25.27 | 77% |
| Returns for 10 years | 44.69 | N/A | - |
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