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Analysis and predictions HAICX vs VWINX
HAICX vs VWINX Comparison
Open Charts HAICX vs VWINX
Hartford AARP Balanced Retirement C
Price$8.86
Change+$0.03 (+0.34%)
VolumeN/A
CapitalizationN/A
Vanguard Wellesley® Income I
Price$24.61
Change+$0.10 (+0.41%)
VolumeN/A
CapitalizationN/A
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HAICX vs VWINX Comparison Chart
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HAICX vs. VWINX commentary
Apr 23, 2024
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 HAICX is a Buy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 51.5B vs. HAICX (61.1M). VWINX pays higher dividends than HAICX: VWINX (3.38) vs HAICX (1.80). HAICX was incepted earlier than VWINX: HAICX (10 years) vs VWINX (54 years). VWINX is a more actively managed with annual turnover of: 53.00 vs. HAICX (20.00). HAICX has a lower initial minimum investment than VWINX: HAICX (2000) vs VWINX (3000). VWINX annual gain was more profitable for investors over the last year : 1.81 vs. HAICX (-0.04). HAICX return over 5 years is better than : 7.45 vs. VWINX (3.37).
| HAICX | VWINX | HAICX / VWINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 54 years | - |
| Gain YTD | -1.685 | -0.803 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.1M | 51.5B | 0% |
| Annual Yield % from dividends | 1.80 | 3.38 | 53% |
| Returns for 1 year | -0.04 | 1.81 | -2% |
| Returns for 3 years | -3.43 | -10.30 | 33% |
| Returns for 5 years | 7.45 | 3.37 | 221% |
| Returns for 10 years | N/A | 17.39 | - |
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