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HBLCX vs WHGIX
HBLCX vs WHGIX Comparison
Open Charts HBLCX vs WHGIX
HBLCX vs WHGIX Comparison Chart in %
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HBLCX vs. WHGIX 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 WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.1B vs. WHGIX (601M). WHGIX pays higher dividends than HBLCX: WHGIX (3.35) vs HBLCX (2.49). 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 : 16.33 vs. HBLCX (4.98). WHGIX return over 5 years is better than : 14.35 vs. HBLCX (2.39).
| 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 | 3.319 | 5.525 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.1B | 601M | 1,847% |
| Annual Yield % from dividends | 2.49 | 3.35 | 74% |
| Returns for 1 year | 4.98 | 16.33 | 31% |
| Returns for 3 years | 17.42 | 37.19 | 47% |
| Returns for 5 years | 2.39 | 14.35 | 17% |
| Returns for 10 years | 32.68 | 23.00 | 142% |
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