Ad is loading...
Ad is loading...
HBLSX vs VWINX
HBLSX vs VWINX Comparison
Open Charts HBLSX vs VWINX
Hartford Balanced Income R4
Price$15.12
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
Vanguard Wellesley® Income I
Price$25.97
Change-$0.05 (-0.19%)
VolumeN/A
CapitalizationN/A
HBLSX vs VWINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLSX 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 HBLSX is a Buy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 50.6B vs. HBLSX (12.4B). 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 : 15.11 vs. VWINX (10.78). HBLSX return over 5 years is better than : 14.63 vs. VWINX (4.12).
| 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 | 7.754 | 5.996 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 50.6B | 25% |
| Annual Yield % from dividends | 3.25 | 3.38 | 96% |
| Returns for 1 year | 15.11 | 10.78 | 140% |
| Returns for 3 years | -1.26 | -7.36 | 17% |
| Returns for 5 years | 14.63 | 4.12 | 355% |
| Returns for 10 years | 36.01 | 20.51 | 176% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MJ | 2.65 | N/A | N/A |
| Amplify Alternative Harvest ETF | |||
| AVDE | 62.68 | -0.07 | -0.11% |
| Avantis International Equity ETF | |||
| BUZZ | 23.65 | -0.07 | -0.30% |
| VanEck Social Sentiment ETF | |||
| COPJ | 21.12 | -0.13 | -0.61% |
| Sprott Junior Copper Miners ETF | |||
| ISCG | 50.64 | -0.80 | -1.56% |
| iShares Morningstar Small-Cap Growth ETF | |||