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HBLCX vs VWINX
HBLCX vs VWINX Comparison
Open Charts HBLCX vs VWINX
Hartford Balanced Income C
Price$14.31
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
Vanguard Wellesley® Income I
Price$25.46
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets49.26B
HBLCX vs VWINX Comparison Chart
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HBLCX vs. VWINX commentary
Feb 23, 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 StrongBuy and VWINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49.3B vs. HBLCX (12.1B). VWINX pays higher dividends than HBLCX: VWINX (3.38) vs HBLCX (2.65). HBLCX was incepted earlier than VWINX: HBLCX (19 years) vs VWINX (55 years). HBLCX is a more actively managed with annual turnover of: 57.00 vs. VWINX (53.00). HBLCX has a lower initial minimum investment than VWINX: HBLCX (2000) vs VWINX (3000). HBLCX (5.66) and VWINX (5.40) have marching annual gain over last year. HBLCX return over 5 years is better than : 5.01 vs. VWINX (-0.10).
| HBLCX | VWINX | HBLCX / VWINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 55 years | - |
| Gain YTD | 2.802 | 2.786 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12.1B | 49.3B | 25% |
| Annual Yield % from dividends | 2.65 | 3.38 | 78% |
| Returns for 1 year | 5.66 | 5.40 | 105% |
| Returns for 3 years | 2.13 | -2.82 | -75% |
| Returns for 5 years | 5.01 | -0.10 | -4,835% |
| Returns for 10 years | 25.01 | 18.50 | 135% |
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