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HBLVX vs VWINX
HBLVX vs VWINX Comparison
Open Charts HBLVX vs VWINX
Hartford Balanced Income R6
Price$15.24
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Wellesley® Income I
Price$26.14
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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HBLVX vs VWINX Comparison Chart
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HBLVX vs. VWINX commentary
Sep 16, 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 Sell and VWINX is a StrongSell.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 51.5B vs. HBLVX (12.7B). 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 : 14.08 vs. VWINX (10.44). HBLVX return over 5 years is better than : 19.44 vs. VWINX (7.29).
| 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 | 8.406 | 7.227 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 51.5B | 25% |
| Annual Yield % from dividends | 3.62 | 3.38 | 107% |
| Returns for 1 year | 14.08 | 10.44 | 135% |
| Returns for 3 years | 0.86 | -6.28 | -14% |
| Returns for 5 years | 19.44 | 7.29 | 267% |
| Returns for 10 years | N/A | 23.63 | - |
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