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HBLYX vs WBALX
HBLYX vs WBALX Comparison
Open Charts HBLYX vs WBALX
Hartford Balanced Income Y
Price$15.08
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
Weitz Conservative Allocation-Inv Cl
Price$17.11
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets237.91M
HBLYX vs WBALX Comparison Chart in %
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HBLYX vs. WBALX commentary
Jul 27, 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 WBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. WBALX (238M). HBLYX pays higher dividends than WBALX: HBLYX (3.51) vs WBALX (2.00). HBLYX was incepted earlier than WBALX: HBLYX (19 years) vs WBALX (22 years). WBALX (1.02) 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 : 5.38 vs. WBALX (1.73). WBALX return over 5 years is better than : 21.96 vs. HBLYX (16.51).
| HBLYX | WBALX | HBLYX / WBALX | |
| Total Expense Ratio | 0.67 | 0.85 | 79% |
| Annual Report Gross Expense Ratio | 0.67 | 1.02 | 66% |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 6.703 | 2.456 | 273% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 238M | 5,000% |
| Annual Yield % from dividends | 3.51 | 2.00 | 175% |
| Returns for 1 year | 5.38 | 1.73 | 311% |
| Returns for 3 years | 15.46 | 15.10 | 102% |
| Returns for 5 years | 16.51 | 21.96 | 75% |
| Returns for 10 years | 45.27 | 39.44 | 115% |
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