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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
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 WWIAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 10.9B vs. WWIAX (594M). HBLAX pays higher dividends than WWIAX: HBLAX (3.13) vs WWIAX (2.69). 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 : 8.00 vs. HBLAX (1.22). WWIAX return over 5 years is better than : 12.51 vs. HBLAX (4.63).
| 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 | 4.076 | 4.683 | 87% |
| Front Load | 6% | 3% | 183% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 10.9B | 594M | 1,835% |
| Annual Yield % from dividends | 3.13 | 2.69 | 116% |
| Returns for 1 year | 1.22 | 8.00 | 15% |
| Returns for 3 years | 19.75 | 34.65 | 57% |
| Returns for 5 years | 4.63 | 12.51 | 37% |
| Returns for 10 years | 39.00 | 18.01 | 217% |
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