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HBLIX vs VWINX
HBLIX vs VWINX Comparison
Open Charts HBLIX vs VWINX
Hartford Balanced Income I
Price$14.76
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
HBLIX vs VWINX Comparison Chart in %
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HBLIX 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 HBLIX is a StrongBuy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49.3B vs. HBLIX (11.7B). HBLIX (3.45) and VWINX (3.35) have matching dividends . HBLIX was incepted earlier than VWINX: HBLIX (16 years) vs VWINX (56 years). HBLIX (0.65) is less costly to investors than VWINX (0.23). VWINX (63.00) and HBLIX (61.00) have comparable annual turnover. HBLIX has a lower initial minimum investment than VWINX: HBLIX (2000) vs VWINX (3000). HBLIX annual gain was more profitable for investors over the last year : 6.62 vs. VWINX (4.83). HBLIX return over 5 years is better than : 11.14 vs. VWINX (0.24).
| HBLIX | VWINX | HBLIX / VWINX | |
| Total Expense Ratio | 0.65 | 0.23 | 283% |
| Annual Report Gross Expense Ratio | 0.65 | 0.23 | 283% |
| Fund Existence | 16 years | 56 years | - |
| Gain YTD | 6.953 | 5.255 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 49.3B | 24% |
| Annual Yield % from dividends | 3.45 | 3.35 | 103% |
| Returns for 1 year | 6.62 | 4.83 | 137% |
| Returns for 3 years | 18.52 | 11.46 | 162% |
| Returns for 5 years | 11.14 | 0.24 | 4,648% |
| Returns for 10 years | 48.12 | 25.46 | 189% |
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