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HBLCX vs VWINX
HBLCX vs VWINX Comparison
Open Charts HBLCX vs VWINX
HBLCX vs VWINX Comparison Chart in %
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HBLCX vs. VWINX commentary
Jun 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 Hold and VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. HBLCX (11.1B). VWINX pays higher dividends than HBLCX: VWINX (3.42) vs HBLCX (2.49). 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 (4.98) and VWINX (4.87) have marching annual gain over last year. HBLCX return over 5 years is better than : 2.39 vs. VWINX (-1.25).
| 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 | 3.319 | 2.880 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.1B | 48.1B | 23% |
| Annual Yield % from dividends | 2.49 | 3.42 | 73% |
| Returns for 1 year | 4.98 | 4.87 | 102% |
| Returns for 3 years | 17.42 | 14.58 | 120% |
| Returns for 5 years | 2.39 | -1.25 | -191% |
| Returns for 10 years | 32.68 | 23.59 | 138% |
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