The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| 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 | 5.335 | 0.806 | 661% |
| 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 | 3.13 | 2.12 | 148% |
| Returns for 1 year | 4.09 | -0.64 | -636% |
| Returns for 3 years | 20.42 | 7.95 | 257% |
| Returns for 5 years | 4.88 | 3.64 | 134% |
| Returns for 10 years | 38.09 | N/A | - |