Interact to see
Advertisement
Advertisement
HBLAX vs WHGIX
HBLAX vs WHGIX Comparison
Open Charts HBLAX vs WHGIX
HBLAX vs WHGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLAX vs. WHGIX commentary
Sep 12, 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: 10.9B vs. WHGIX (594M). HBLAX pays higher dividends than WHGIX: HBLAX (3.13) vs WHGIX (2.86). 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 : 8.27 vs. HBLAX (1.22). WHGIX return over 5 years is better than : 13.62 vs. HBLAX (4.63).
| 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 | 4.076 | 4.884 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 10.9B | 594M | 1,835% |
| Annual Yield % from dividends | 3.13 | 2.86 | 109% |
| Returns for 1 year | 1.22 | 8.27 | 15% |
| Returns for 3 years | 19.75 | 35.42 | 56% |
| Returns for 5 years | 4.63 | 13.62 | 34% |
| Returns for 10 years | 39.00 | 20.72 | 188% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement