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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
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.1B vs. WHGIX (603M). 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 : 12.96 vs. HBLCX (3.96). WHGIX return over 5 years is better than : 15.73 vs. HBLCX (1.89).
| 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 | 5.443 | 6.373 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.1B | 603M | 1,841% |
| Annual Yield % from dividends | 2.45 | 2.77 | 88% |
| Returns for 1 year | 3.96 | 12.96 | 31% |
| Returns for 3 years | 20.05 | 38.97 | 51% |
| Returns for 5 years | 1.89 | 15.73 | 12% |
| Returns for 10 years | 29.35 | 20.70 | 142% |
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