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HBLIX vs VWIAX
HBLIX vs VWIAX Comparison
Open Charts HBLIX vs VWIAX
Hartford Balanced Income I
Price$15.04
Change-$0.04 (-0.27%)
VolumeN/A
CapitalizationN/A
Vanguard Wellesley® Income Admiral™
Price$62.91
Change-$0.12 (-0.19%)
VolumeN/A
CapitalizationN/A
HBLIX vs VWIAX Comparison Chart
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HBLIX vs. VWIAX commentary
Nov 18, 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 HBLIX is a Buy and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 50.6B vs. HBLIX (12.4B). HBLIX (3.59) and VWIAX (3.45) have matching dividends . HBLIX was incepted earlier than VWIAX: HBLIX (15 years) vs VWIAX (24 years). HBLIX is a more actively managed with annual turnover of: 57.00 vs. VWIAX (53.00). HBLIX has a lower initial minimum investment than VWIAX: HBLIX (2000) vs VWIAX (50000). HBLIX annual gain was more profitable for investors over the last year : 15.49 vs. VWIAX (10.81). HBLIX return over 5 years is better than : 16.24 vs. VWIAX (4.36).
| HBLIX | VWIAX | HBLIX / VWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 8.057 | 6.050 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 50000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 50.6B | 25% |
| Annual Yield % from dividends | 3.59 | 3.45 | 104% |
| Returns for 1 year | 15.49 | 10.81 | 143% |
| Returns for 3 years | -0.34 | -7.26 | 5% |
| Returns for 5 years | 16.24 | 4.36 | 373% |
| Returns for 10 years | 39.40 | 21.01 | 188% |
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