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HBLAX vs SWCGX
HBLAX vs SWCGX Comparison
Open Charts HBLAX vs SWCGX
HBLAX vs SWCGX Comparison Chart in %
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HBLAX vs. SWCGX commentary
Jun 06, 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 HBLAX is a Buy and SWCGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.2B vs. SWCGX (213M). HBLAX pays higher dividends than SWCGX: HBLAX (3.19) vs SWCGX (2.66). HBLAX was incepted earlier than SWCGX: HBLAX (20 years) vs SWCGX (31 years). HBLAX (0.89) is less costly to investors than SWCGX (0.49). HBLAX is a more actively managed with annual turnover of: 90.00 vs. SWCGX (23.00). SWCGX has a lower initial minimum investment than HBLAX: SWCGX (0) vs HBLAX (2000). SWCGX annual gain was more profitable for investors over the last year : 9.13 vs. HBLAX (5.94). HBLAX return over 5 years is better than : 4.95 vs. SWCGX (0.38).
| HBLAX | SWCGX | HBLAX / SWCGX | |
| Total Expense Ratio | 0.89 | 0.49 | 182% |
| Annual Report Gross Expense Ratio | 0.89 | 0.49 | 182% |
| Fund Existence | 20 years | 31 years | - |
| Gain YTD | 3.185 | 4.884 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.2B | 213M | 5,258% |
| Annual Yield % from dividends | 3.19 | 2.66 | 120% |
| Returns for 1 year | 5.94 | 9.13 | 65% |
| Returns for 3 years | 20.50 | 15.12 | 136% |
| Returns for 5 years | 4.95 | 0.38 | 1,307% |
| Returns for 10 years | 40.50 | 28.79 | 141% |
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