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HBLAX vs WBALX
HBLAX vs WBALX Comparison
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HBLAX vs WBALX Comparison Chart in %
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HBLAX vs. WBALX commentary
Jul 28, 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 WBALX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11B vs. WBALX (161M). HBLAX pays higher dividends than WBALX: HBLAX (3.18) vs WBALX (2.07). HBLAX was incepted earlier than WBALX: HBLAX (20 years) vs WBALX (23 years). WBALX (1.00) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 90.00 vs. WBALX (18.00). HBLAX has a lower initial minimum investment than WBALX: HBLAX (2000) vs WBALX (2500). HBLAX annual gain was more profitable for investors over the last year : 3.95 vs. WBALX (-2.07). HBLAX return over 5 years is better than : 5.64 vs. WBALX (2.73).
| HBLAX | WBALX | HBLAX / WBALX | |
| Total Expense Ratio | 0.89 | 0.85 | 105% |
| Annual Report Gross Expense Ratio | 0.89 | 1.00 | 89% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 4.076 | -0.849 | -480% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11B | 161M | 6,832% |
| Annual Yield % from dividends | 3.18 | 2.07 | 153% |
| Returns for 1 year | 3.95 | -2.07 | -191% |
| Returns for 3 years | 17.12 | 6.02 | 285% |
| Returns for 5 years | 5.64 | 2.73 | 206% |
| Returns for 10 years | 37.81 | 34.67 | 109% |
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