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HBLVX vs VWIAX
HBLVX vs VWIAX Comparison
Open Charts HBLVX vs VWIAX
Hartford Balanced Income R6
Price$14.48
Change-$0.21 (-1.43%)
VolumeN/A
CapitalizationN/A
Vanguard Wellesley® Income Admiral™
Price$59.78
Change-$3.22 (-5.11%)
VolumeN/A
CapitalizationN/A
HBLVX vs VWIAX Comparison Chart
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HBLVX 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 HBLVX is a Hold and VWIAX is a Hold.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 51.3B vs. HBLVX (11.8B). HBLVX (3.62) and VWIAX (3.45) have matching dividends . HBLVX was incepted earlier than VWIAX: HBLVX (10 years) vs VWIAX (24 years). HBLVX is a more actively managed with annual turnover of: 57.00 vs. VWIAX (53.00). HBLVX has a lower initial minimum investment than VWIAX: HBLVX (0) vs VWIAX (50000). HBLVX annual gain was more profitable for investors over the last year : 9.21 vs. VWIAX (7.16). HBLVX return over 5 years is better than : 15.64 vs. VWIAX (4.62).
| HBLVX | VWIAX | HBLVX / VWIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 8.005 | 6.202 | 129% |
| 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 | 3.62 | 3.45 | 105% |
| Returns for 1 year | 9.21 | 7.16 | 129% |
| Returns for 3 years | 4.86 | -7.39 | -66% |
| Returns for 5 years | 15.64 | 4.62 | 339% |
| Returns for 10 years | 42.27 | 22.46 | 188% |
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