HBLCX
Price
$14.61
Change
-$0.02 (-0.14%)
Updated
Jul 13 closing price
Net Assets
11.12B
VWINX
Price
$25.85
Change
-$0.07 (-0.27%)
Updated
Jul 13 closing price
Net Assets
47.39B
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HBLCX vs VWINX

HBLCX vs VWINX Comparison Chart in %
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HBLCX vs. VWINX commentary
Jul 14, 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 StrongBuy and VWINX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 47.4B vs. HBLCX (11.1B). VWINX pays higher dividends than HBLCX: VWINX (3.47) vs HBLCX (2.47). HBLCX was incepted earlier than VWINX: HBLCX (20 years) vs VWINX (56 years). HBLCX (1.65) is less costly to investors than VWINX (0.22). HBLCX is a more actively managed with annual turnover of: 90.00 vs. VWINX (63.00). HBLCX has a lower initial minimum investment than VWINX: HBLCX (2000) vs VWINX (3000). HBLCX annual gain was more profitable for investors over the last year : 4.05 vs. VWINX (3.72). HBLCX return over 5 years is better than : 1.87 vs. VWINX (-2.15).
HBLCXVWINXHBLCX / VWINX
Total Expense Ratio1.650.22750%
Annual Report Gross Expense Ratio1.650.22750%
Fund Existence20 years56 years-
Gain YTD3.9513.199124%
Front LoadN/AN/A-
Min. Initial Investment2000300067%
Min. Initial Investment IRA2000N/A-
Net Assets11.1B47.4B23%
Annual Yield % from dividends2.473.4771%
Returns for 1 year4.053.72109%
Returns for 3 years15.8513.26120%
Returns for 5 years1.87-2.15-87%
Returns for 10 years28.4420.49139%
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