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HBLTX vs VWIAX
HBLTX vs VWIAX Comparison
Open Charts HBLTX vs VWIAX
Hartford Balanced Income R5
Price$15.14
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
Vanguard Wellesley® Income Admiral™
Price$62.91
Change-$0.12 (-0.19%)
VolumeN/A
CapitalizationN/A
HBLTX vs VWIAX Comparison Chart
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HBLTX vs. VWIAX 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 HBLTX is a Buy and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 50.6B vs. HBLTX (12.4B). HBLTX (3.54) and VWIAX (3.45) have matching dividends . HBLTX was incepted earlier than VWIAX: HBLTX (14 years) vs VWIAX (24 years). HBLTX is a more actively managed with annual turnover of: 57.00 vs. VWIAX (53.00). HBLTX has a lower initial minimum investment than VWIAX: HBLTX (0) vs VWIAX (50000). HBLTX annual gain was more profitable for investors over the last year : 15.43 vs. VWIAX (10.81). HBLTX return over 5 years is better than : 16.16 vs. VWIAX (4.36).
| HBLTX | VWIAX | HBLTX / VWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 7.983 | 6.050 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 50.6B | 25% |
| Annual Yield % from dividends | 3.54 | 3.45 | 103% |
| Returns for 1 year | 15.43 | 10.81 | 143% |
| Returns for 3 years | -0.41 | -7.26 | 6% |
| Returns for 5 years | 16.16 | 4.36 | 371% |
| Returns for 10 years | 39.33 | 21.01 | 187% |
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