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HBLFX vs VWINX
HBLFX vs VWINX Comparison
Open Charts HBLFX vs VWINX
Hartford Balanced Income F
Price$14.86
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.64B
Vanguard Wellesley® Income I
Price$25.85
Change-$0.49 (-1.86%)
VolumeN/A
Net Assets48.41B
HBLFX vs VWINX Comparison Chart in %
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HBLFX vs. VWINX 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 VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.4B vs. HBLFX (11.6B). HBLFX (3.51) and VWINX (3.43) have matching dividends . 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). HBLFX is a more actively managed with annual turnover of: 90.00 vs. VWINX (63.00). 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 : 6.42 vs. VWINX (5.18). HBLFX return over 5 years is better than : 12.83 vs. VWINX (1.37).
| 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 | 2.060 | 1.572 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 48.4B | 24% |
| Annual Yield % from dividends | 3.51 | 3.43 | 102% |
| Returns for 1 year | 6.42 | 5.18 | 124% |
| Returns for 3 years | 16.77 | 10.47 | 160% |
| Returns for 5 years | 12.83 | 1.37 | 939% |
| Returns for 10 years | N/A | 29.27 | - |
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