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HBLFX vs VWINX
HBLFX vs VWINX Comparison
Open Charts HBLFX vs VWINX
Hartford Balanced Income F
Price$14.77
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
Vanguard Wellesley® Income I
Price$25.59
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets49.3B
HBLFX vs VWINX Comparison Chart in %
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HBLFX vs. VWINX commentary
Dec 28, 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 VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49.3B vs. HBLFX (11.7B). HBLFX pays higher dividends than VWINX: HBLFX (3.53) vs VWINX (3.35). HBLFX was incepted earlier than VWINX: HBLFX (9 years) vs VWINX (56 years). HBLFX (0.56) is less costly to investors than VWINX (0.23). VWINX (63.00) and HBLFX (61.00) have comparable annual turnover. VWINX has a lower initial minimum investment than HBLFX: VWINX (3000) vs HBLFX (1000000). HBLFX annual gain was more profitable for investors over the last year : 6.71 vs. VWINX (4.83). HBLFX return over 5 years is better than : 11.66 vs. VWINX (0.24).
| HBLFX | VWINX | HBLFX / VWINX | |
| Total Expense Ratio | 0.56 | 0.23 | 243% |
| Annual Report Gross Expense Ratio | 0.56 | 0.23 | 243% |
| Fund Existence | 9 years | 56 years | - |
| Gain YTD | 7.098 | 5.255 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 49.3B | 24% |
| Annual Yield % from dividends | 3.53 | 3.35 | 106% |
| Returns for 1 year | 6.71 | 4.83 | 139% |
| Returns for 3 years | 18.81 | 11.46 | 164% |
| Returns for 5 years | 11.66 | 0.24 | 4,863% |
| Returns for 10 years | N/A | 25.46 | - |
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