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HBLRX vs VWIAX
HBLRX vs VWIAX Comparison
Open Charts HBLRX vs VWIAX
Hartford Balanced Income R3
Price$14.93
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets11.63B
Vanguard Wellesley® Income Admiral™
Price$62.62
Change-$1.18 (-1.85%)
VolumeN/A
Net Assets48.41B
HBLRX vs VWIAX Comparison Chart in %
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HBLRX 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 HBLRX is a StrongBuy and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.4B vs. HBLRX (11.6B). VWIAX pays higher dividends than HBLRX: VWIAX (3.50) vs HBLRX (2.82). HBLRX was incepted earlier than VWIAX: HBLRX (16 years) vs VWIAX (25 years). HBLRX (1.28) is less costly to investors than VWIAX (0.16). HBLRX is a more actively managed with annual turnover of: 90.00 vs. VWIAX (63.00). HBLRX has a lower initial minimum investment than VWIAX: HBLRX (0) vs VWIAX (50000). HBLRX annual gain was more profitable for investors over the last year : 5.70 vs. VWIAX (5.21). HBLRX return over 5 years is better than : 8.92 vs. VWIAX (1.60).
| HBLRX | VWIAX | HBLRX / VWIAX | |
| Total Expense Ratio | 1.28 | 0.16 | 800% |
| Annual Report Gross Expense Ratio | 1.28 | 0.16 | 800% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 1.981 | 1.573 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 48.4B | 24% |
| Annual Yield % from dividends | 2.82 | 3.50 | 80% |
| Returns for 1 year | 5.70 | 5.21 | 109% |
| Returns for 3 years | 14.29 | 10.61 | 135% |
| Returns for 5 years | 8.92 | 1.60 | 556% |
| Returns for 10 years | 47.10 | 29.79 | 158% |
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