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HBLTX vs VWINX
HBLTX vs VWINX Comparison
Open Charts HBLTX vs VWINX
Hartford Balanced Income R5
Price$15.14
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
HBLTX vs VWINX Comparison Chart
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HBLTX 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 HBLTX is a Buy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 50.6B vs. HBLTX (12.4B). HBLTX (3.54) and VWINX (3.38) have matching dividends . HBLTX was incepted earlier than VWINX: HBLTX (14 years) vs VWINX (54 years). HBLTX is a more actively managed with annual turnover of: 57.00 vs. VWINX (53.00). HBLTX has a lower initial minimum investment than VWINX: HBLTX (0) vs VWINX (3000). HBLTX annual gain was more profitable for investors over the last year : 15.43 vs. VWINX (10.78). HBLTX return over 5 years is better than : 16.16 vs. VWINX (4.12).
| HBLTX | VWINX | HBLTX / 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 | 7.983 | 5.996 | 133% |
| 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 | 3.54 | 3.38 | 105% |
| Returns for 1 year | 15.43 | 10.78 | 143% |
| Returns for 3 years | -0.41 | -7.36 | 6% |
| Returns for 5 years | 16.16 | 4.12 | 392% |
| Returns for 10 years | 39.33 | 20.51 | 192% |
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