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HBLRX vs VWINX
HBLRX vs VWINX Comparison
Open Charts HBLRX vs VWINX
Hartford Balanced Income R3
Price$14.33
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
Vanguard Wellesley® Income I
Price$24.68
Change-$1.33 (-5.11%)
VolumeN/A
CapitalizationN/A
HBLRX vs VWINX Comparison Chart
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HBLRX vs. VWINX commentary
Dec 19, 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 HBLRX is a Hold and VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 51.3B vs. HBLRX (11.8B). VWINX pays higher dividends than HBLRX: VWINX (3.38) vs HBLRX (2.97). HBLRX was incepted earlier than VWINX: HBLRX (15 years) vs VWINX (55 years). HBLRX is a more actively managed with annual turnover of: 57.00 vs. VWINX (53.00). HBLRX has a lower initial minimum investment than VWINX: HBLRX (0) vs VWINX (3000). HBLRX annual gain was more profitable for investors over the last year : 8.40 vs. VWINX (1.22). HBLRX return over 5 years is better than : 12.02 vs. VWINX (-1.15).
| HBLRX | VWINX | HBLRX / VWINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 55 years | - |
| Gain YTD | 7.224 | 0.731 | 988% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 51.3B | 23% |
| Annual Yield % from dividends | 2.97 | 3.38 | 88% |
| Returns for 1 year | 8.40 | 1.22 | 690% |
| Returns for 3 years | 2.58 | -12.23 | -21% |
| Returns for 5 years | 12.02 | -1.15 | -1,043% |
| Returns for 10 years | 34.24 | 15.72 | 218% |
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