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HBLAX vs WWIAX
HBLAX vs WWIAX Comparison
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HBLAX vs WWIAX Comparison Chart in %
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HBLAX vs. WWIAX commentary
Aug 03, 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 WWIAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.1B vs. WWIAX (593M). HBLAX pays higher dividends than WWIAX: HBLAX (3.15) vs WWIAX (2.61). HBLAX was incepted earlier than WWIAX: HBLAX (20 years) vs WWIAX (19 years). WWIAX (1.02) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 90.00 vs. WWIAX (67.00). HBLAX initial investment is less costly to investors than WWIAX (3%) vs WWIAX (3%). WWIAX has a lower initial minimum investment than HBLAX: WWIAX (1000) vs HBLAX (2000). WWIAX IRA initial investment is lower compared to HBLAX: WWIAX (5000) vs HBLAX (2000). WWIAX annual gain was more profitable for investors over the last year : 11.96 vs. HBLAX (5.37). WWIAX return over 5 years is better than : 11.80 vs. HBLAX (5.69).
| HBLAX | WWIAX | HBLAX / WWIAX | |
| Total Expense Ratio | 0.89 | 1.02 | 87% |
| Annual Report Gross Expense Ratio | 0.89 | 1.02 | 87% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 4.636 | 4.465 | 104% |
| Front Load | 6% | 3% | 183% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 11.1B | 593M | 1,872% |
| Annual Yield % from dividends | 3.15 | 2.61 | 121% |
| Returns for 1 year | 5.37 | 11.96 | 45% |
| Returns for 3 years | 18.09 | 32.10 | 56% |
| Returns for 5 years | 5.69 | 11.80 | 48% |
| Returns for 10 years | 39.35 | 16.33 | 241% |
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