Ad is loading...
Ad is loading...
HBLVX vs VWINX
HBLVX vs VWINX Comparison
Open Charts HBLVX vs VWINX
Hartford Balanced Income R6
Price$15.26
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
HBLVX vs VWINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HBLVX 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 HBLVX is a Buy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 50.6B vs. HBLVX (12.4B). HBLVX pays higher dividends than VWINX: HBLVX (3.62) vs VWINX (3.38). HBLVX was incepted earlier than VWINX: HBLVX (10 years) vs VWINX (54 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 : 15.66 vs. VWINX (10.78). HBLVX return over 5 years is better than : 16.88 vs. VWINX (4.12).
| HBLVX | VWINX | HBLVX / VWINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 54 years | - |
| Gain YTD | 8.147 | 5.996 | 136% |
| 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 | 3.62 | 3.38 | 107% |
| Returns for 1 year | 15.66 | 10.78 | 145% |
| Returns for 3 years | 0.03 | -7.36 | -0% |
| Returns for 5 years | 16.88 | 4.12 | 409% |
| Returns for 10 years | 40.71 | 20.51 | 199% |
View a ticker or compare two or three
VS
VS
Ad is loading...