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HBLVX vs VWINX
HBLVX vs VWINX Comparison
Open Charts HBLVX vs VWINX
Hartford Balanced Income R6
Price$14.48
Change-$0.21 (-1.43%)
VolumeN/A
CapitalizationN/A
Vanguard Wellesley® Income I
Price$24.68
Change-$1.33 (-5.11%)
VolumeN/A
CapitalizationN/A
HBLVX vs VWINX Comparison Chart
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HBLVX 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 HBLVX is a Hold and VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 51.3B vs. HBLVX (11.8B). HBLVX pays higher dividends than VWINX: HBLVX (3.62) vs VWINX (3.38). HBLVX was incepted earlier than VWINX: HBLVX (10 years) vs VWINX (55 years). HBLVX is a more actively managed with annual turnover of: 57.00 vs. VWINX (53.00). HBLVX has a lower initial minimum investment than VWINX: HBLVX (0) vs VWINX (3000). HBLVX annual gain was more profitable for investors over the last year : 9.21 vs. VWINX (1.22). HBLVX return over 5 years is better than : 15.64 vs. VWINX (-1.15).
| HBLVX | VWINX | HBLVX / VWINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 55 years | - |
| Gain YTD | 8.005 | 0.731 | 1,095% |
| 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 | 3.62 | 3.38 | 107% |
| Returns for 1 year | 9.21 | 1.22 | 757% |
| Returns for 3 years | 4.86 | -12.23 | -40% |
| Returns for 5 years | 15.64 | -1.15 | -1,357% |
| Returns for 10 years | 42.27 | 15.72 | 269% |
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