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HBLSX vs VWINX
HBLSX vs VWINX Comparison
Open Charts HBLSX vs VWINX
Hartford Balanced Income R4
Price$14.34
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
HBLSX vs VWINX Comparison Chart
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HBLSX 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 HBLSX is a Hold and VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 51.3B vs. HBLSX (11.8B). VWINX (3.38) and HBLSX (3.25) have matching dividends . HBLSX was incepted earlier than VWINX: HBLSX (15 years) vs VWINX (55 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 : 4.25 vs. VWINX (1.22). HBLSX return over 5 years is better than : 9.14 vs. VWINX (-1.15).
| HBLSX | VWINX | HBLSX / 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 | 3.692 | 0.731 | 505% |
| 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 | 3.25 | 3.38 | 96% |
| Returns for 1 year | 4.25 | 1.22 | 349% |
| Returns for 3 years | -0.22 | -12.23 | 2% |
| Returns for 5 years | 9.14 | -1.15 | -792% |
| Returns for 10 years | 32.61 | 15.72 | 207% |
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