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HBLRX vs VWIAX
HBLRX vs VWIAX Comparison
Open Charts HBLRX vs VWIAX
Hartford Balanced Income R3
Price$14.83
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
HBLRX vs VWIAX Comparison Chart in %
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HBLRX 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 HBLRX is a StrongBuy and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49.3B vs. HBLRX (11.7B). VWIAX pays higher dividends than HBLRX: VWIAX (3.41) vs HBLRX (2.85). 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). VWIAX (63.00) and HBLRX (61.00) have comparable annual turnover. 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 : 5.98 vs. VWIAX (4.87). HBLRX return over 5 years is better than : 7.97 vs. VWIAX (0.42).
| 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 | 6.346 | 5.285 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 49.3B | 24% |
| Annual Yield % from dividends | 2.85 | 3.41 | 83% |
| Returns for 1 year | 5.98 | 4.87 | 123% |
| Returns for 3 years | 16.48 | 11.57 | 142% |
| Returns for 5 years | 7.97 | 0.42 | 1,910% |
| Returns for 10 years | 40.60 | 25.94 | 157% |
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