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HBLIX vs VWINX
HBLIX vs VWINX Comparison
Open Charts HBLIX vs VWINX
Hartford Balanced Income I
Price$15.04
Change-$0.04 (-0.27%)
VolumeN/A
CapitalizationN/A
Vanguard Wellesley® Income I
Price$25.97
Change-$0.05 (-0.19%)
VolumeN/A
CapitalizationN/A
HBLIX vs VWINX Comparison Chart
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HBLIX vs. VWINX 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 VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 50.6B vs. HBLIX (12.4B). HBLIX pays higher dividends than VWINX: HBLIX (3.59) vs VWINX (3.38). HBLIX was incepted earlier than VWINX: HBLIX (15 years) vs VWINX (54 years). HBLIX is a more actively managed with annual turnover of: 57.00 vs. VWINX (53.00). HBLIX has a lower initial minimum investment than VWINX: HBLIX (2000) vs VWINX (3000). HBLIX annual gain was more profitable for investors over the last year : 15.49 vs. VWINX (10.78). HBLIX return over 5 years is better than : 16.24 vs. VWINX (4.12).
| HBLIX | VWINX | HBLIX / VWINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 54 years | - |
| Gain YTD | 8.057 | 5.996 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 50.6B | 25% |
| Annual Yield % from dividends | 3.59 | 3.38 | 106% |
| Returns for 1 year | 15.49 | 10.78 | 144% |
| Returns for 3 years | -0.34 | -7.36 | 5% |
| Returns for 5 years | 16.24 | 4.12 | 394% |
| Returns for 10 years | 39.40 | 20.51 | 192% |
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