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HBLCX vs WWIAX
HBLCX vs WWIAX Comparison
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HBLCX vs WWIAX Comparison Chart in %
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HBLCX vs. WWIAX commentary
Jul 14, 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 StrongBuy and WWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.1B vs. WWIAX (601M). WWIAX (2.52) and HBLCX (2.47) have matching dividends . HBLCX was incepted earlier than WWIAX: HBLCX (20 years) vs WWIAX (19 years). HBLCX (1.65) is less costly to investors than WWIAX (1.02). HBLCX is a more actively managed with annual turnover of: 90.00 vs. WWIAX (67.00). WWIAX has a lower initial minimum investment than HBLCX: WWIAX (1000) vs HBLCX (2000). WWIAX IRA initial investment is lower compared to HBLCX: WWIAX (5000) vs HBLCX (2000). WWIAX annual gain was more profitable for investors over the last year : 12.99 vs. HBLCX (4.05). WWIAX return over 5 years is better than : 12.94 vs. HBLCX (1.87).
| HBLCX | WWIAX | HBLCX / WWIAX | |
| Total Expense Ratio | 1.65 | 1.02 | 162% |
| Annual Report Gross Expense Ratio | 1.65 | 1.02 | 162% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 3.951 | 5.155 | 77% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 11.1B | 601M | 1,847% |
| Annual Yield % from dividends | 2.47 | 2.52 | 98% |
| Returns for 1 year | 4.05 | 12.99 | 31% |
| Returns for 3 years | 15.85 | 33.56 | 47% |
| Returns for 5 years | 1.87 | 12.94 | 14% |
| Returns for 10 years | 28.44 | 16.47 | 173% |
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