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HBLSX vs VWIAX
HBLSX vs VWIAX Comparison
Open Charts HBLSX vs VWIAX
Hartford Balanced Income R4
Price$14.84
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
HBLSX vs VWIAX Comparison Chart in %
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HBLSX 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 HBLSX is a StrongBuy and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49.3B vs. HBLSX (11.7B). VWIAX pays higher dividends than HBLSX: VWIAX (3.41) vs HBLSX (3.13). HBLSX was incepted earlier than VWIAX: HBLSX (16 years) vs VWIAX (25 years). HBLSX (0.96) is less costly to investors than VWIAX (0.16). VWIAX (63.00) and HBLSX (61.00) have comparable annual turnover. HBLSX has a lower initial minimum investment than VWIAX: HBLSX (0) vs VWIAX (50000). HBLSX annual gain was more profitable for investors over the last year : 6.23 vs. VWIAX (4.87). HBLSX return over 5 years is better than : 9.47 vs. VWIAX (0.42).
| HBLSX | VWIAX | HBLSX / VWIAX | |
| Total Expense Ratio | 0.96 | 0.16 | 600% |
| Annual Report Gross Expense Ratio | 0.96 | 0.16 | 600% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 6.656 | 5.285 | 126% |
| 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 | 3.13 | 3.41 | 92% |
| Returns for 1 year | 6.23 | 4.87 | 128% |
| Returns for 3 years | 17.43 | 11.57 | 151% |
| Returns for 5 years | 9.47 | 0.42 | 2,268% |
| Returns for 10 years | 44.24 | 25.94 | 171% |
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