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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
Jun 24, 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 Hold and WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.1B vs. WHGIX (601M). WHGIX (3.35) and HBLAX (3.19) have matching dividends . 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 : 16.33 vs. HBLAX (5.93). WHGIX return over 5 years is better than : 14.35 vs. HBLAX (6.67).
| 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 | 3.670 | 5.525 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.1B | 601M | 1,847% |
| Annual Yield % from dividends | 3.19 | 3.35 | 95% |
| Returns for 1 year | 5.93 | 16.33 | 36% |
| Returns for 3 years | 20.36 | 37.19 | 55% |
| Returns for 5 years | 6.67 | 14.35 | 46% |
| Returns for 10 years | 42.52 | 23.00 | 185% |
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