Interact to see
Advertisement
Advertisement
HBLCX vs WHGIX
HBLCX vs WHGIX Comparison
Open Charts HBLCX vs WHGIX
HBLCX vs WHGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLCX vs. WHGIX 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 WHGIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.1B vs. WHGIX (593M). WHGIX pays higher dividends than HBLCX: WHGIX (2.77) vs HBLCX (2.45). HBLCX was incepted earlier than WHGIX: HBLCX (20 years) vs WHGIX (21 years). HBLCX (1.65) is less costly to investors than WHGIX (0.84). HBLCX is a more actively managed with annual turnover of: 90.00 vs. WHGIX (67.00). HBLCX has a lower initial minimum investment than WHGIX: HBLCX (2000) vs WHGIX (100000). WHGIX annual gain was more profitable for investors over the last year : 12.13 vs. HBLCX (4.48). WHGIX return over 5 years is better than : 12.79 vs. HBLCX (1.52).
| HBLCX | WHGIX | HBLCX / WHGIX | |
| Total Expense Ratio | 1.65 | 0.84 | 196% |
| Annual Report Gross Expense Ratio | 1.65 | 0.84 | 196% |
| Fund Existence | 20 years | 21 years | - |
| Gain YTD | 4.235 | 4.565 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.1B | 593M | 1,872% |
| Annual Yield % from dividends | 2.45 | 2.77 | 88% |
| Returns for 1 year | 4.48 | 12.13 | 37% |
| Returns for 3 years | 15.24 | 32.73 | 47% |
| Returns for 5 years | 1.52 | 12.79 | 12% |
| Returns for 10 years | 29.64 | 18.97 | 156% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FEQDX | 15.66 | 0.08 | +0.51% |
| Fidelity Advisor Hedged Equity C | |||
| WSTYX | 93.56 | 0.24 | +0.26% |
| Nomura Science and Technology Y | |||
| LSVMX | 11.08 | N/A | N/A |
| LSV US Managed Volatility Institutional | |||
| CEISX | 14.77 | -0.04 | -0.27% |
| Manning & Napier Callodine Equity Inc S | |||
| LCGRX | 28.21 | -0.13 | -0.46% |
| Loomis Sayles Small Cap Growth Retail | |||