Ad is loading...
HBLSX vs VWINX
HBLSX vs VWINX Comparison
Open Charts HBLSX vs VWINX
Hartford Balanced Income R4
Price$15.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Wellesley® Income I
Price$26.14
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
HBLSX vs VWINX Comparison Chart
Loading...
HBLSX vs. VWINX commentary
Sep 16, 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 HBLSX is a Sell and VWINX is a StrongSell.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 51.5B vs. HBLSX (12.7B). VWINX (3.38) and HBLSX (3.25) have matching dividends . HBLSX was incepted earlier than VWINX: HBLSX (14 years) vs VWINX (54 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. VWINX (53.00). HBLSX has a lower initial minimum investment than VWINX: HBLSX (0) vs VWINX (3000). HBLSX annual gain was more profitable for investors over the last year : 13.60 vs. VWINX (10.44). HBLSX return over 5 years is better than : 17.28 vs. VWINX (7.29).
| HBLSX | VWINX | HBLSX / VWINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 54 years | - |
| Gain YTD | 8.122 | 7.227 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 51.5B | 25% |
| Annual Yield % from dividends | 3.25 | 3.38 | 96% |
| Returns for 1 year | 13.60 | 10.44 | 130% |
| Returns for 3 years | -0.43 | -6.28 | 7% |
| Returns for 5 years | 17.28 | 7.29 | 237% |
| Returns for 10 years | 37.98 | 23.63 | 161% |
View a ticker or compare two or three
VS
VS
Ad is loading...