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HBLAX vs WHGIX
HBLAX vs WHGIX Comparison
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HBLAX vs WHGIX Comparison Chart in %
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HBLAX vs. WHGIX commentary
Aug 23, 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 WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.1B vs. WHGIX (603M). HBLAX pays higher dividends than WHGIX: HBLAX (3.15) vs WHGIX (2.77). HBLAX was incepted earlier than WHGIX: HBLAX (20 years) vs WHGIX (21 years). HBLAX (0.89) is less costly to investors than WHGIX (0.84). HBLAX is a more actively managed with annual turnover of: 90.00 vs. WHGIX (67.00). HBLAX has a lower initial minimum investment than WHGIX: HBLAX (2000) vs WHGIX (100000). WHGIX annual gain was more profitable for investors over the last year : 12.96 vs. HBLAX (4.92). WHGIX return over 5 years is better than : 15.73 vs. HBLAX (6.14).
| HBLAX | WHGIX | HBLAX / WHGIX | |
| Total Expense Ratio | 0.89 | 0.84 | 106% |
| Annual Report Gross Expense Ratio | 0.89 | 0.84 | 106% |
| Fund Existence | 20 years | 21 years | - |
| Gain YTD | 5.964 | 6.373 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.1B | 603M | 1,841% |
| Annual Yield % from dividends | 3.15 | 2.77 | 114% |
| Returns for 1 year | 4.92 | 12.96 | 38% |
| Returns for 3 years | 23.09 | 38.97 | 59% |
| Returns for 5 years | 6.14 | 15.73 | 39% |
| Returns for 10 years | 39.11 | 20.70 | 189% |
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