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HBLCX vs VWIAX
HBLCX vs VWIAX Comparison
Open Charts HBLCX vs VWIAX
Hartford Balanced Income C
Price$14.25
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets11.95B
Vanguard Wellesley® Income Admiral™
Price$61.35
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets49.71B
HBLCX vs VWIAX Comparison Chart
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HBLCX vs. VWIAX commentary
Apr 03, 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 HBLCX is a Buy and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49.7B vs. HBLCX (12B). VWIAX pays higher dividends than HBLCX: VWIAX (3.73) vs HBLCX (2.64). HBLCX was incepted earlier than VWIAX: HBLCX (19 years) vs VWIAX (24 years). HBLCX (1.64) is less costly to investors than VWIAX (0.16). HBLCX (61.00) and VWIAX (59.00) have comparable annual turnover. HBLCX has a lower initial minimum investment than VWIAX: HBLCX (2000) vs VWIAX (50000). VWIAX (3.63) and HBLCX (3.48) have marching annual gain over last year. HBLCX return over 5 years is better than : 23.71 vs. VWIAX (12.22).
| HBLCX | VWIAX | HBLCX / VWIAX | |
| Total Expense Ratio | 1.64 | 0.16 | 1,025% |
| Annual Report Gross Expense Ratio | 1.64 | 0.16 | 1,025% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 2.719 | 2.667 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 50000 | 4% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 49.7B | 24% |
| Annual Yield % from dividends | 2.64 | 3.73 | 71% |
| Returns for 1 year | 3.48 | 3.63 | 96% |
| Returns for 3 years | 1.44 | -2.58 | -56% |
| Returns for 5 years | 23.71 | 12.22 | 194% |
| Returns for 10 years | 25.65 | 19.31 | 133% |
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