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HBLVX vs VWIAX
HBLVX vs VWIAX Comparison
Open Charts HBLVX vs VWIAX
Hartford Balanced Income R6
Price$15.09
Change-$0.17 (-1.11%)
VolumeN/A
Net Assets11.64B
Vanguard Wellesley® Income Admiral™
Price$62.62
Change-$1.18 (-1.85%)
VolumeN/A
Net Assets48.41B
HBLVX vs VWIAX Comparison Chart in %
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HBLVX 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 HBLVX is a StrongBuy and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.4B vs. HBLVX (11.6B). VWIAX (3.50) and HBLVX (3.46) have matching dividends . HBLVX was incepted earlier than VWIAX: HBLVX (11 years) vs VWIAX (25 years). HBLVX (0.56) is less costly to investors than VWIAX (0.16). HBLVX is a more actively managed with annual turnover of: 90.00 vs. VWIAX (63.00). HBLVX has a lower initial minimum investment than VWIAX: HBLVX (0) vs VWIAX (50000). HBLVX annual gain was more profitable for investors over the last year : 6.46 vs. VWIAX (5.21). HBLVX return over 5 years is better than : 13.00 vs. VWIAX (1.60).
| HBLVX | VWIAX | HBLVX / VWIAX | |
| Total Expense Ratio | 0.56 | 0.16 | 350% |
| Annual Report Gross Expense Ratio | 0.56 | 0.16 | 350% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 2.097 | 1.573 | 133% |
| 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 | 3.46 | 3.50 | 99% |
| Returns for 1 year | 6.46 | 5.21 | 124% |
| Returns for 3 years | 16.82 | 10.61 | 159% |
| Returns for 5 years | 13.00 | 1.60 | 811% |
| Returns for 10 years | 56.73 | 29.79 | 190% |
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