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HBLTX vs VWIAX
HBLTX vs VWIAX Comparison
Open Charts HBLTX vs VWIAX
Hartford Balanced Income R5
Price$14.37
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
Vanguard Wellesley® Income Admiral™
Price$59.78
Change-$3.22 (-5.11%)
VolumeN/A
CapitalizationN/A
HBLTX vs VWIAX Comparison Chart
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HBLTX vs. VWIAX 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 HBLTX is a Hold and VWIAX is a Hold.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 51.3B vs. HBLTX (11.8B). HBLTX (3.54) and VWIAX (3.45) have matching dividends . HBLTX was incepted earlier than VWIAX: HBLTX (15 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 : 9.10 vs. VWIAX (7.16). HBLTX return over 5 years is better than : 15.08 vs. VWIAX (4.62).
| HBLTX | VWIAX | HBLTX / VWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 7.912 | 6.202 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 51.3B | 23% |
| Annual Yield % from dividends | 3.54 | 3.45 | 103% |
| Returns for 1 year | 9.10 | 7.16 | 127% |
| Returns for 3 years | 4.50 | -7.39 | -61% |
| Returns for 5 years | 15.08 | 4.62 | 326% |
| Returns for 10 years | 40.97 | 22.46 | 182% |
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