HBLVX
Price
$14.48
Change
-$0.21 (-1.43%)
Updated
Dec 18 closing price
VWINX
Price
$24.68
Change
-$1.33 (-5.11%)
Updated
Dec 18 closing price
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HBLVX vs VWINX

Header iconHBLVX vs VWINX Comparison
Open Charts HBLVX vs VWINXBanner chart's image
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).
HBLVXVWINXHBLVX / VWINX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years55 years-
Gain YTD8.0050.7311,095%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets11.8B51.3B23%
Annual Yield % from dividends3.623.38107%
Returns for 1 year9.211.22757%
Returns for 3 years4.86-12.23-40%
Returns for 5 years15.64-1.15-1,357%
Returns for 10 years42.2715.72269%
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