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HBLTX vs VWIAX
HBLTX vs VWIAX Comparison
Open Charts HBLTX vs VWIAX
Hartford Balanced Income R5
Price$14.97
Change-$0.18 (-1.19%)
VolumeN/A
Net Assets11.64B
Vanguard Wellesley® Income Admiral™
Price$62.62
Change-$1.18 (-1.85%)
VolumeN/A
Net Assets48.41B
HBLTX vs VWIAX Comparison Chart in %
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HBLTX vs. VWIAX 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 HBLTX is a StrongBuy and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.4B vs. HBLTX (11.6B). VWIAX (3.50) and HBLTX (3.38) have matching dividends . HBLTX was incepted earlier than VWIAX: HBLTX (16 years) vs VWIAX (25 years). HBLTX (0.66) is less costly to investors than VWIAX (0.16). HBLTX is a more actively managed with annual turnover of: 90.00 vs. VWIAX (63.00). HBLTX has a lower initial minimum investment than VWIAX: HBLTX (0) vs VWIAX (50000). HBLTX annual gain was more profitable for investors over the last year : 6.33 vs. VWIAX (5.21). HBLTX return over 5 years is better than : 12.36 vs. VWIAX (1.60).
| HBLTX | VWIAX | HBLTX / VWIAX | |
| Total Expense Ratio | 0.66 | 0.16 | 413% |
| Annual Report Gross Expense Ratio | 0.66 | 0.16 | 413% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 2.115 | 1.573 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 48.4B | 24% |
| Annual Yield % from dividends | 3.38 | 3.50 | 97% |
| Returns for 1 year | 6.33 | 5.21 | 121% |
| Returns for 3 years | 16.44 | 10.61 | 155% |
| Returns for 5 years | 12.36 | 1.60 | 771% |
| Returns for 10 years | 55.14 | 29.79 | 185% |
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