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HBLCX vs VWIAX
HBLCX vs VWIAX Comparison
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HBLCX vs VWIAX Comparison Chart in %
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HBLCX vs. VWIAX 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 HBLCX is a Buy and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 47.4B vs. HBLCX (11.1B). VWIAX pays higher dividends than HBLCX: VWIAX (3.53) vs HBLCX (2.45). 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 annual gain was more profitable for investors over the last year : 4.48 vs. VWIAX (3.48). HBLCX return over 5 years is better than : 1.52 vs. VWIAX (-2.80).
| 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 | 4.235 | 3.064 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 50000 | 4% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.1B | 47.4B | 23% |
| Annual Yield % from dividends | 2.45 | 3.53 | 69% |
| Returns for 1 year | 4.48 | 3.48 | 129% |
| Returns for 3 years | 15.24 | 12.46 | 122% |
| Returns for 5 years | 1.52 | -2.80 | -54% |
| Returns for 10 years | 29.64 | 21.22 | 140% |
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