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HBLFX vs VWIAX
HBLFX vs VWIAX Comparison
Open Charts HBLFX vs VWIAX
Hartford Balanced Income F
Price$14.77
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
Vanguard Wellesley® Income Admiral™
Price$61.97
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets49.3B
HBLFX vs VWIAX Comparison Chart in %
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HBLFX vs. VWIAX commentary
Dec 27, 2025
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 HBLFX is a StrongBuy and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49.3B vs. HBLFX (11.7B). HBLFX (3.53) and VWIAX (3.41) have matching dividends . HBLFX was incepted earlier than VWIAX: HBLFX (9 years) vs VWIAX (25 years). HBLFX (0.56) is less costly to investors than VWIAX (0.16). VWIAX (63.00) and HBLFX (61.00) have comparable annual turnover. VWIAX has a lower initial minimum investment than HBLFX: VWIAX (50000) vs HBLFX (1000000). HBLFX annual gain was more profitable for investors over the last year : 6.71 vs. VWIAX (4.87). HBLFX return over 5 years is better than : 11.66 vs. VWIAX (0.42).
| HBLFX | VWIAX | HBLFX / VWIAX | |
| Total Expense Ratio | 0.56 | 0.16 | 350% |
| Annual Report Gross Expense Ratio | 0.56 | 0.16 | 350% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 7.098 | 5.285 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 49.3B | 24% |
| Annual Yield % from dividends | 3.53 | 3.41 | 103% |
| Returns for 1 year | 6.71 | 4.87 | 138% |
| Returns for 3 years | 18.81 | 11.57 | 163% |
| Returns for 5 years | 11.66 | 0.42 | 2,792% |
| Returns for 10 years | N/A | 25.94 | - |
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