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HBLTX vs VWINX
HBLTX vs VWINX Comparison
Open Charts HBLTX vs VWINX
Hartford Balanced Income R5
Price$14.37
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
HBLTX vs VWINX Comparison Chart
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HBLTX 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 HBLTX is a Hold and VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 51.3B vs. HBLTX (11.8B). HBLTX (3.54) and VWINX (3.38) have matching dividends . HBLTX was incepted earlier than VWINX: HBLTX (15 years) vs VWINX (55 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 : 9.10 vs. VWINX (1.22). HBLTX return over 5 years is better than : 15.08 vs. VWINX (-1.15).
| HBLTX | VWINX | HBLTX / 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 | 7.912 | 0.731 | 1,083% |
| 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 | 3.54 | 3.38 | 105% |
| Returns for 1 year | 9.10 | 1.22 | 747% |
| Returns for 3 years | 4.50 | -12.23 | -37% |
| Returns for 5 years | 15.08 | -1.15 | -1,308% |
| Returns for 10 years | 40.97 | 15.72 | 261% |
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