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HBLRX vs VWINX
HBLRX vs VWINX Comparison
Open Charts HBLRX vs VWINX
Hartford Balanced Income R3
Price$14.83
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
HBLRX vs VWINX Comparison Chart in %
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HBLRX 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 HBLRX is a StrongBuy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49.3B vs. HBLRX (11.7B). VWINX pays higher dividends than HBLRX: VWINX (3.35) vs HBLRX (2.85). 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). VWINX (63.00) and HBLRX (61.00) have comparable annual turnover. 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 : 5.98 vs. VWINX (4.83). HBLRX return over 5 years is better than : 7.97 vs. VWINX (0.24).
| 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 | 6.346 | 5.255 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 49.3B | 24% |
| Annual Yield % from dividends | 2.85 | 3.35 | 85% |
| Returns for 1 year | 5.98 | 4.83 | 124% |
| Returns for 3 years | 16.48 | 11.46 | 144% |
| Returns for 5 years | 7.97 | 0.24 | 3,327% |
| Returns for 10 years | 40.60 | 25.46 | 160% |
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