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HBLYX vs WBALX
HBLYX vs WBALX Comparison
Open Charts HBLYX vs WBALX
Hartford Balanced Income Y
Price$15.28
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.81B
Weitz Conservative Allocation-Inv Cl
Price$17.10
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets227.79M
HBLYX vs WBALX Comparison Chart in %
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HBLYX vs. WBALX commentary
Oct 21, 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 Hold and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. WBALX (228M). HBLYX pays higher dividends than WBALX: HBLYX (3.44) vs WBALX (1.98). 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 : 2.51 vs. WBALX (-2.04). WBALX return over 5 years is better than : 18.47 vs. HBLYX (17.35).
| 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 | 9.048 | 2.396 | 378% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 228M | 5,175% |
| Annual Yield % from dividends | 3.44 | 1.98 | 173% |
| Returns for 1 year | 2.51 | -2.04 | -123% |
| Returns for 3 years | 25.18 | 20.18 | 125% |
| Returns for 5 years | 17.35 | 18.47 | 94% |
| Returns for 10 years | 48.84 | 40.30 | 121% |
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