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HBLFX vs VWIAX
HBLFX vs VWIAX Comparison
Open Charts HBLFX vs VWIAX
Hartford Balanced Income F
Price$14.86
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.64B
Vanguard Wellesley® Income Admiral™
Price$62.62
Change-$1.18 (-1.85%)
VolumeN/A
Net Assets48.41B
HBLFX vs VWIAX Comparison Chart in %
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HBLFX vs. VWIAX commentary
Feb 04, 2026
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: 48.4B vs. HBLFX (11.6B). HBLFX (3.51) and VWIAX (3.50) 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). HBLFX is a more actively managed with annual turnover of: 90.00 vs. VWIAX (63.00). 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 : 6.42 vs. VWIAX (5.21). HBLFX return over 5 years is better than : 12.83 vs. VWIAX (1.60).
| 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 | 2.060 | 1.573 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 48.4B | 24% |
| Annual Yield % from dividends | 3.51 | 3.50 | 100% |
| Returns for 1 year | 6.42 | 5.21 | 123% |
| Returns for 3 years | 16.77 | 10.61 | 158% |
| Returns for 5 years | 12.83 | 1.60 | 800% |
| Returns for 10 years | N/A | 29.79 | - |
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