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HBLCX vs VWINX
HBLCX vs VWINX Comparison
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HBLCX vs VWINX Comparison Chart in %
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HBLCX vs. VWINX commentary
Aug 24, 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 VWINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 47.1B vs. HBLCX (11.1B). VWINX pays higher dividends than HBLCX: VWINX (3.46) vs HBLCX (2.45). 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 : 3.96 vs. VWINX (2.87). HBLCX return over 5 years is better than : 1.89 vs. VWINX (-2.87).
| HBLCX | VWINX | HBLCX / VWINX | |
| Total Expense Ratio | 1.65 | 0.22 | 750% |
| Annual Report Gross Expense Ratio | 1.65 | 0.22 | 750% |
| Fund Existence | 20 years | 56 years | - |
| Gain YTD | 5.443 | 3.995 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.1B | 47.1B | 24% |
| Annual Yield % from dividends | 2.45 | 3.46 | 71% |
| Returns for 1 year | 3.96 | 2.87 | 138% |
| Returns for 3 years | 20.05 | 16.35 | 123% |
| Returns for 5 years | 1.89 | -2.87 | -66% |
| Returns for 10 years | 29.35 | 20.73 | 142% |
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