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HBLSX vs VWINX
HBLSX vs VWINX Comparison
Open Charts HBLSX vs VWINX
Hartford Balanced Income R4
Price$14.84
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
HBLSX vs VWINX Comparison Chart in %
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HBLSX 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 HBLSX is a StrongBuy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49.3B vs. HBLSX (11.7B). VWINX pays higher dividends than HBLSX: VWINX (3.35) vs HBLSX (3.13). HBLSX was incepted earlier than VWINX: HBLSX (16 years) vs VWINX (56 years). HBLSX (0.96) is less costly to investors than VWINX (0.23). VWINX (63.00) and HBLSX (61.00) have comparable annual turnover. HBLSX has a lower initial minimum investment than VWINX: HBLSX (0) vs VWINX (3000). HBLSX annual gain was more profitable for investors over the last year : 6.23 vs. VWINX (4.83). HBLSX return over 5 years is better than : 9.47 vs. VWINX (0.24).
| HBLSX | VWINX | HBLSX / VWINX | |
| Total Expense Ratio | 0.96 | 0.23 | 417% |
| Annual Report Gross Expense Ratio | 0.96 | 0.23 | 417% |
| Fund Existence | 16 years | 56 years | - |
| Gain YTD | 6.656 | 5.255 | 127% |
| 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 | 3.13 | 3.35 | 94% |
| Returns for 1 year | 6.23 | 4.83 | 129% |
| Returns for 3 years | 17.43 | 11.46 | 152% |
| Returns for 5 years | 9.47 | 0.24 | 3,951% |
| Returns for 10 years | 44.24 | 25.46 | 174% |
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