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HBLAX vs WBAIX
HBLAX vs WBAIX Comparison
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HBLAX vs WBAIX Comparison Chart in %
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HBLAX vs. WBAIX commentary
Jul 26, 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 WBAIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11B vs. WBAIX (161M). HBLAX pays higher dividends than WBAIX: HBLAX (3.18) vs WBAIX (2.17). HBLAX was incepted earlier than WBAIX: HBLAX (20 years) vs WBAIX (7 years). HBLAX (0.89) is less costly to investors than WBAIX (0.76). HBLAX is a more actively managed with annual turnover of: 90.00 vs. WBAIX (18.00). HBLAX has a lower initial minimum investment than WBAIX: HBLAX (2000) vs WBAIX (1000000). HBLAX annual gain was more profitable for investors over the last year : 3.95 vs. WBAIX (-1.91). HBLAX return over 5 years is better than : 5.64 vs. WBAIX (3.50).
| HBLAX | WBAIX | HBLAX / WBAIX | |
| Total Expense Ratio | 0.89 | 0.70 | 127% |
| Annual Report Gross Expense Ratio | 0.89 | 0.76 | 117% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 4.076 | -0.825 | -494% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11B | 161M | 6,832% |
| Annual Yield % from dividends | 3.18 | 2.17 | 146% |
| Returns for 1 year | 3.95 | -1.91 | -207% |
| Returns for 3 years | 17.12 | 6.46 | 265% |
| Returns for 5 years | 5.64 | 3.50 | 161% |
| Returns for 10 years | 37.81 | N/A | - |
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