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HBLIX vs VWIAX
HBLIX vs VWIAX Comparison
Open Charts HBLIX vs VWIAX
Hartford Balanced Income I
Price$14.76
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
HBLIX vs VWIAX Comparison Chart in %
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HBLIX 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 HBLIX is a StrongBuy and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49.3B vs. HBLIX (11.7B). HBLIX (3.45) and VWIAX (3.41) have matching dividends . HBLIX was incepted earlier than VWIAX: HBLIX (16 years) vs VWIAX (25 years). HBLIX (0.65) is less costly to investors than VWIAX (0.16). VWIAX (63.00) and HBLIX (61.00) have comparable annual turnover. HBLIX has a lower initial minimum investment than VWIAX: HBLIX (2000) vs VWIAX (50000). HBLIX annual gain was more profitable for investors over the last year : 6.62 vs. VWIAX (4.87). HBLIX return over 5 years is better than : 11.14 vs. VWIAX (0.42).
| HBLIX | VWIAX | HBLIX / VWIAX | |
| Total Expense Ratio | 0.65 | 0.16 | 406% |
| Annual Report Gross Expense Ratio | 0.65 | 0.16 | 406% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 6.953 | 5.285 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 50000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 49.3B | 24% |
| Annual Yield % from dividends | 3.45 | 3.41 | 101% |
| Returns for 1 year | 6.62 | 4.87 | 136% |
| Returns for 3 years | 18.52 | 11.57 | 160% |
| Returns for 5 years | 11.14 | 0.42 | 2,668% |
| Returns for 10 years | 48.12 | 25.94 | 186% |
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