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HBLYX vs WBALX
HBLYX vs WBALX Comparison
Open Charts HBLYX vs WBALX
Hartford Balanced Income Y
Price$15.00
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
Weitz Conservative Allocation-Inv Cl
Price$16.74
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets214.98M
HBLYX vs WBALX Comparison Chart in %
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HBLYX vs. WBALX commentary
Dec 28, 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 WBALX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. WBALX (215M). HBLYX pays higher dividends than WBALX: HBLYX (3.38) vs WBALX (1.97). HBLYX was incepted earlier than WBALX: HBLYX (19 years) vs WBALX (22 years). WBALX (1.00) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. WBALX (25.00). WBALX has a lower initial minimum investment than HBLYX: WBALX (2500) vs HBLYX (250000). HBLYX annual gain was more profitable for investors over the last year : 6.64 vs. WBALX (-0.41). WBALX return over 5 years is better than : 13.51 vs. HBLYX (11.25).
| HBLYX | WBALX | HBLYX / WBALX | |
| Total Expense Ratio | 0.67 | 0.85 | 79% |
| Annual Report Gross Expense Ratio | 0.67 | 1.00 | 67% |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 7.050 | 0.240 | 2,936% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 215M | 5,442% |
| Annual Yield % from dividends | 3.38 | 1.97 | 172% |
| Returns for 1 year | 6.64 | -0.41 | -1,618% |
| Returns for 3 years | 18.62 | 14.57 | 128% |
| Returns for 5 years | 11.25 | 13.51 | 83% |
| Returns for 10 years | 48.63 | 39.77 | 122% |
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