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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
Jun 04, 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 WWIAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.2B vs. WWIAX (612M). WWIAX pays higher dividends than HBLCX: WWIAX (3.16) vs HBLCX (2.49). HBLCX was incepted earlier than WWIAX: HBLCX (20 years) vs WWIAX (18 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 : 18.96 vs. HBLCX (5.80). WWIAX return over 5 years is better than : 14.57 vs. HBLCX (1.37).
| 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 | 18 years | - |
| Gain YTD | 3.107 | 6.783 | 46% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 5000 | 40% |
| Net Assets | 11.2B | 612M | 1,830% |
| Annual Yield % from dividends | 2.49 | 3.16 | 79% |
| Returns for 1 year | 5.80 | 18.96 | 31% |
| Returns for 3 years | 17.53 | 38.98 | 45% |
| Returns for 5 years | 1.37 | 14.57 | 9% |
| Returns for 10 years | 31.32 | 20.83 | 150% |
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