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HBLVX vs VWINX
HBLVX vs VWINX Comparison
Open Charts HBLVX vs VWINX
Hartford Balanced Income R6
Price$15.09
Change-$0.17 (-1.11%)
VolumeN/A
Net Assets11.64B
Vanguard Wellesley® Income I
Price$25.85
Change-$0.49 (-1.86%)
VolumeN/A
Net Assets48.41B
HBLVX vs VWINX Comparison Chart in %
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HBLVX vs. VWINX 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 VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.4B vs. HBLVX (11.6B). HBLVX (3.46) and VWINX (3.43) have matching dividends . HBLVX was incepted earlier than VWINX: HBLVX (11 years) vs VWINX (56 years). HBLVX (0.56) is less costly to investors than VWINX (0.23). HBLVX is a more actively managed with annual turnover of: 90.00 vs. VWINX (63.00). HBLVX has a lower initial minimum investment than VWINX: HBLVX (0) vs VWINX (3000). HBLVX annual gain was more profitable for investors over the last year : 6.46 vs. VWINX (5.18). HBLVX return over 5 years is better than : 13.00 vs. VWINX (1.37).
| HBLVX | VWINX | HBLVX / VWINX | |
| Total Expense Ratio | 0.56 | 0.23 | 243% |
| Annual Report Gross Expense Ratio | 0.56 | 0.23 | 243% |
| Fund Existence | 11 years | 56 years | - |
| Gain YTD | 2.097 | 1.572 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 48.4B | 24% |
| Annual Yield % from dividends | 3.46 | 3.43 | 101% |
| Returns for 1 year | 6.46 | 5.18 | 125% |
| Returns for 3 years | 16.82 | 10.47 | 161% |
| Returns for 5 years | 13.00 | 1.37 | 951% |
| Returns for 10 years | 56.73 | 29.27 | 194% |
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