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HBLRX vs VWINX
HBLRX vs VWINX Comparison
Open Charts HBLRX vs VWINX
Hartford Balanced Income R3
Price$14.93
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets11.63B
Vanguard Wellesley® Income I
Price$25.85
Change-$0.49 (-1.86%)
VolumeN/A
Net Assets48.41B
HBLRX vs VWINX Comparison Chart in %
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HBLRX 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 HBLRX is a StrongBuy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.4B vs. HBLRX (11.6B). VWINX pays higher dividends than HBLRX: VWINX (3.43) vs HBLRX (2.82). HBLRX was incepted earlier than VWINX: HBLRX (16 years) vs VWINX (56 years). HBLRX (1.28) is less costly to investors than VWINX (0.23). HBLRX is a more actively managed with annual turnover of: 90.00 vs. VWINX (63.00). HBLRX has a lower initial minimum investment than VWINX: HBLRX (0) vs VWINX (3000). HBLRX annual gain was more profitable for investors over the last year : 5.70 vs. VWINX (5.18). HBLRX return over 5 years is better than : 8.92 vs. VWINX (1.37).
| HBLRX | VWINX | HBLRX / VWINX | |
| Total Expense Ratio | 1.28 | 0.23 | 557% |
| Annual Report Gross Expense Ratio | 1.28 | 0.23 | 557% |
| Fund Existence | 16 years | 56 years | - |
| Gain YTD | 1.981 | 1.572 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 48.4B | 24% |
| Annual Yield % from dividends | 2.82 | 3.43 | 82% |
| Returns for 1 year | 5.70 | 5.18 | 110% |
| Returns for 3 years | 14.29 | 10.47 | 136% |
| Returns for 5 years | 8.92 | 1.37 | 652% |
| Returns for 10 years | 47.10 | 29.27 | 161% |
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