HBLYX vs. VWINX
Compare and contrast key facts about The Hartford Balanced Income Fund (HBLYX) and Vanguard Wellesley Income Fund Investor Shares (VWINX).
HBLYX is managed by Hartford. It was launched on Jul 30, 2006. VWINX is managed by Vanguard. It was launched on Jul 1, 1970.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HBLYX or VWINX.
Key characteristics
| HBLYX | VWINX | |
|---|---|---|
| YTD Return | 8.62% | 8.09% |
| 1Y Return | 14.98% | 14.23% |
| 3Y Return (Ann) | 2.94% | 2.35% |
| 5Y Return (Ann) | 5.61% | 4.90% |
| 10Y Return (Ann) | 5.95% | 5.59% |
| Sharpe Ratio | 2.09 | 1.86 |
| Daily Std Dev | 7.00% | 7.47% |
| Max Drawdown | -31.36% | -21.72% |
| Current Drawdown | -0.26% | -0.38% |
Correlation
The correlation between HBLYX and VWINX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
HBLYX vs. VWINX - Performance Comparison
In the year-to-date period, HBLYX achieves a 8.62% return, which is significantly higher than VWINX's 8.09% return. Over the past 10 years, HBLYX has outperformed VWINX with an annualized return of 5.95%, while VWINX has yielded a comparatively lower 5.59% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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HBLYX vs. VWINX - Expense Ratio Comparison
HBLYX has a 0.64% expense ratio, which is higher than VWINX's 0.23% expense ratio.
Risk-Adjusted Performance
HBLYX vs. VWINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Balanced Income Fund (HBLYX) and Vanguard Wellesley Income Fund Investor Shares (VWINX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
HBLYX vs. VWINX - Dividend Comparison
HBLYX's dividend yield for the trailing twelve months is around 3.43%, less than VWINX's 3.90% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HBLYX The Hartford Balanced Income Fund | 3.43% | 3.44% | 6.16% | 7.00% | 2.83% | 3.49% | 7.26% | 5.58% | 3.89% | 2.86% | 4.29% | 3.93% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 3.90% | 4.73% | 7.67% | 6.03% | 4.30% | 3.94% | 7.56% | 4.00% | 4.00% | 5.60% | 4.92% | 5.79% |
Drawdowns
HBLYX vs. VWINX - Drawdown Comparison
The maximum HBLYX drawdown since its inception was -31.36%, which is greater than VWINX's maximum drawdown of -21.72%. Use the drawdown chart below to compare losses from any high point for HBLYX and VWINX. For additional features, visit the drawdowns tool.
Volatility
HBLYX vs. VWINX - Volatility Comparison
The Hartford Balanced Income Fund (HBLYX) and Vanguard Wellesley Income Fund Investor Shares (VWINX) have volatilities of 1.37% and 1.31%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.