Weitz Conservative Allocation-Inv Cl (WBALX) Stock Price & Analysis
Weitz Conservative Allocation-Inv Cl (WBALX) closed at USD 16.88 on Friday, October 23, 2026, down 0.30% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 16.93; the Oct 23, 2026 session ranged USD 16.88–16.88 on volume of 0 shares. Market capitalization is —, with a 52-week range of USD 15.92–17.28 (NAS). Source: Nexqual, retrieved October 24, 2026 at 17:53 UTC.
Also available as compact Markdown for AI agents: nexqual.com/WBALX.md
Key facts (WBALX)
- Total return with dividends: 1Y +4.8% vs S&P 500 +13.4%; 5Y +15.6% vs S&P 500 +76.9%.
Total return (dividends reinvested) (WBALX)
| 1Y (from 2025-10-24) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +4.8% | +15.6% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +4.8% | +2.9% |
| Volatility (annualized) | 6.4% | 7.3% |
| Max drawdown | -6.0% (Jan 2026→Mar 2026) | -14.7% (Dec 2021→Oct 2022) |
Key Statistics (as of October 24, 2026 at 17:53 UTC)
| Price | USD 16.88 |
|---|---|
| Change | ▼ 0.30% (down) |
| Previous Close | USD 16.93 |
| Open | USD 16.88 |
| Day Range | USD 16.88 – 16.88 |
| 52-Week Range | USD 15.92 – 17.28 |
| Volume | 0 shares |
| Market Cap | — |
| Exchange | NAS |
Technical Analysis (WBALX)
Nexqual's technical model rates WBALX "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 24, 2026 at 17:53 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 70.05 (overbought) |
| vs SMA50 | Above (USD 16.59) |
| MACD | 0.1 (positive) |
Financial Health Score (WBALX)
Nexqual rates Weitz Conservative Allocation-Inv Cl's overall financial health "Mixed" across five dimensions, as of October 24, 2026 at 17:53 UTC.
| Growth | Mixed — No data |
|---|---|
| Profitability | Mixed — No data |
| Balance Sheet | Mixed — No data |
| Cash Flow | Mixed — No data |
| Efficiency | Mixed — No data |
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| TAIFX | American Funds Tax-Aware Conser | USD 17.49 | ▲ 0% |
| WEFIX | Weitz Short Duration Income Fun | USD 11.88 | ▼ 0% |
| WPVLX | Partners Value Fund - Investor | USD 31.01 | ▼ 0% |
| WVALX | Value Fund - Investor Class | USD 44.47 | ▼ 0% |
| FMSTX | Federated Hermes MDT Large Cap | USD 42.18 | ▼ 0% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 24, 2026 at 17:53 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt