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HBLCX vs VWIAX
HBLCX vs VWIAX Comparison
Open Charts HBLCX vs VWIAX
HBLCX vs VWIAX Comparison Chart in %
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HBLCX vs. VWIAX commentary
Jun 04, 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 HBLCX is a Hold and VWIAX is a Hold.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.2B vs. HBLCX (11.2B). VWIAX pays higher dividends than HBLCX: VWIAX (3.49) vs HBLCX (2.49). HBLCX was incepted earlier than VWIAX: HBLCX (20 years) vs VWIAX (25 years). HBLCX (1.65) is less costly to investors than VWIAX (0.15). HBLCX is a more actively managed with annual turnover of: 90.00 vs. VWIAX (63.00). HBLCX has a lower initial minimum investment than VWIAX: HBLCX (2000) vs VWIAX (50000). HBLCX (5.80) and VWIAX (5.79) have marching annual gain over last year. HBLCX return over 5 years is better than : 1.37 vs. VWIAX (-1.58).
| HBLCX | VWIAX | HBLCX / VWIAX | |
| Total Expense Ratio | 1.65 | 0.15 | 1,100% |
| Annual Report Gross Expense Ratio | 1.65 | 0.15 | 1,100% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 3.107 | 3.015 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 50000 | 4% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.2B | 48.2B | 23% |
| Annual Yield % from dividends | 2.49 | 3.49 | 71% |
| Returns for 1 year | 5.80 | 5.79 | 100% |
| Returns for 3 years | 17.53 | 14.75 | 119% |
| Returns for 5 years | 1.37 | -1.58 | -87% |
| Returns for 10 years | 31.32 | 23.42 | 134% |
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