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HBLCX vs VWINX
HBLCX vs VWINX Comparison
Open Charts HBLCX vs VWINX
Hartford Balanced Income C
Price$14.03
Change-$0.22 (-1.54%)
VolumeN/A
Net Assets11.99B
Vanguard Wellesley® Income I
Price$25.03
Change-$0.30 (-1.18%)
VolumeN/A
Net Assets49.71B
HBLCX vs VWINX Comparison Chart
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HBLCX vs. VWINX commentary
Apr 04, 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 Hold and VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49.7B vs. HBLCX (12B). VWINX pays higher dividends than HBLCX: VWINX (3.66) vs HBLCX (2.64). HBLCX was incepted earlier than VWINX: HBLCX (19 years) vs VWINX (55 years). HBLCX (1.64) is less costly to investors than VWINX (0.23). HBLCX (61.00) and VWINX (59.00) have comparable annual turnover. HBLCX has a lower initial minimum investment than VWINX: HBLCX (2000) vs VWINX (3000). VWINX (3.85) and HBLCX (3.77) have marching annual gain over last year. HBLCX return over 5 years is better than : 24.14 vs. VWINX (12.28).
| HBLCX | VWINX | HBLCX / VWINX | |
| Total Expense Ratio | 1.64 | 0.23 | 713% |
| Annual Report Gross Expense Ratio | 1.64 | 0.23 | 713% |
| Fund Existence | 19 years | 55 years | - |
| Gain YTD | 3.081 | 2.916 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 12B | 49.7B | 24% |
| Annual Yield % from dividends | 2.64 | 3.66 | 72% |
| Returns for 1 year | 3.77 | 3.85 | 98% |
| Returns for 3 years | 1.93 | -2.39 | -81% |
| Returns for 5 years | 24.14 | 12.28 | 197% |
| Returns for 10 years | 25.82 | 18.89 | 137% |
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