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HBLFX vs VWINX
HBLFX vs VWINX Comparison
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HBLFX vs VWINX Comparison Chart in %
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HBLFX vs. VWINX commentary
Sep 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 HBLFX is a Hold and VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 46.9B vs. HBLFX (10.9B). VWINX (3.45) and HBLFX (3.43) have matching dividends . HBLFX was incepted earlier than VWINX: HBLFX (10 years) vs VWINX (56 years). HBLFX (0.56) is less costly to investors than VWINX (0.22). HBLFX is a more actively managed with annual turnover of: 90.00 vs. VWINX (63.00). VWINX has a lower initial minimum investment than HBLFX: VWINX (3000) vs HBLFX (1000000). HBLFX annual gain was more profitable for investors over the last year : 1.82 vs. VWINX (-0.83). HBLFX return over 5 years is better than : 6.63 vs. VWINX (-3.81).
| HBLFX | VWINX | HBLFX / VWINX | |
| Total Expense Ratio | 0.56 | 0.22 | 255% |
| Annual Report Gross Expense Ratio | 0.56 | 0.22 | 255% |
| Fund Existence | 10 years | 56 years | - |
| Gain YTD | 4.591 | 2.482 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 46.9B | 23% |
| Annual Yield % from dividends | 3.43 | 3.45 | 100% |
| Returns for 1 year | 1.82 | -0.83 | -220% |
| Returns for 3 years | 21.31 | 13.76 | 155% |
| Returns for 5 years | 6.63 | -3.81 | -174% |
| Returns for 10 years | N/A | 20.94 | - |
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