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HBLIX vs VWINX
HBLIX vs VWINX Comparison
Open Charts HBLIX vs VWINX
Hartford Balanced Income I
Price$14.85
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.63B
Vanguard Wellesley® Income I
Price$25.85
Change-$0.49 (-1.86%)
VolumeN/A
Net Assets48.41B
HBLIX vs VWINX Comparison Chart in %
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HBLIX 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 HBLIX is a StrongBuy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.4B vs. HBLIX (11.6B). VWINX (3.43) and HBLIX (3.43) 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). HBLIX is a more actively managed with annual turnover of: 90.00 vs. VWINX (63.00). 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 : 6.32 vs. VWINX (5.18). HBLIX return over 5 years is better than : 12.28 vs. VWINX (1.37).
| 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 | 2.062 | 1.572 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 48.4B | 24% |
| Annual Yield % from dividends | 3.43 | 3.43 | 100% |
| Returns for 1 year | 6.32 | 5.18 | 122% |
| Returns for 3 years | 16.39 | 10.47 | 157% |
| Returns for 5 years | 12.28 | 1.37 | 899% |
| Returns for 10 years | 55.14 | 29.27 | 188% |
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