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HBLYX vs WBALX
HBLYX vs WBALX Comparison
Open Charts HBLYX vs WBALX
Hartford Balanced Income Y
Price$15.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
Weitz Conservative Allocation-Inv Cl
Price$17.05
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets235.49M
HBLYX vs WBALX Comparison Chart in %
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HBLYX vs. WBALX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. WBALX (235M). 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 : 4.53 vs. WBALX (0.26). WBALX return over 5 years is better than : 20.56 vs. HBLYX (16.43).
| 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 | 7.340 | 2.096 | 350% |
| 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 | 235M | 5,064% |
| Annual Yield % from dividends | 3.51 | 2.00 | 175% |
| Returns for 1 year | 4.53 | 0.26 | 1,732% |
| Returns for 3 years | 11.99 | 10.33 | 116% |
| Returns for 5 years | 16.43 | 20.56 | 80% |
| Returns for 10 years | 45.49 | 38.54 | 118% |
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