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HBLIX vs VWIAX
HBLIX vs VWIAX Comparison
Open Charts HBLIX vs VWIAX
Hartford Balanced Income I
Price$14.85
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.63B
Vanguard Wellesley® Income Admiral™
Price$62.62
Change-$1.18 (-1.85%)
VolumeN/A
Net Assets48.41B
HBLIX vs VWIAX Comparison Chart in %
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HBLIX 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 HBLIX is a StrongBuy and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.4B vs. HBLIX (11.6B). VWIAX (3.50) and HBLIX (3.43) 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). HBLIX is a more actively managed with annual turnover of: 90.00 vs. VWIAX (63.00). 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 : 6.32 vs. VWIAX (5.21). HBLIX return over 5 years is better than : 12.28 vs. VWIAX (1.60).
| 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 | 2.062 | 1.573 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 50000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 48.4B | 24% |
| Annual Yield % from dividends | 3.43 | 3.50 | 98% |
| Returns for 1 year | 6.32 | 5.21 | 121% |
| Returns for 3 years | 16.39 | 10.61 | 154% |
| Returns for 5 years | 12.28 | 1.60 | 766% |
| Returns for 10 years | 55.14 | 29.79 | 185% |
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