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HBLAX vs WBALX
HBLAX vs WBALX Comparison
Open Charts HBLAX vs WBALX
HBLAX vs WBALX Comparison Chart in %
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HBLAX vs. WBALX commentary
Jun 30, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.1B vs. WBALX (167M). HBLAX pays higher dividends than WBALX: HBLAX (3.19) vs WBALX (2.08). 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 : 5.52 vs. WBALX (-1.63). HBLAX return over 5 years is better than : 6.56 vs. WBALX (3.80).
| 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 | 4.286 | -1.334 | -321% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.1B | 167M | 6,647% |
| Annual Yield % from dividends | 3.19 | 2.08 | 153% |
| Returns for 1 year | 5.52 | -1.63 | -338% |
| Returns for 3 years | 19.56 | 6.94 | 282% |
| Returns for 5 years | 6.56 | 3.80 | 173% |
| Returns for 10 years | 40.09 | 35.72 | 112% |
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