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HBLFX vs WBALX
HBLFX vs WBALX Comparison
Open Charts HBLFX vs WBALX
HBLFX vs WBALX Comparison Chart in %
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published Highlights
Market Cap
The average market capitalization across the group is 5.59B. The market cap for tickers in the group ranges from 161.42M to 11.02B. HBLFX holds the highest valuation in this group at 11.02B. The lowest valued company is WBALX at 161.42M.
High and low price notable news
The average weekly price growth across all stocks in the group was -1%. For the same group, the average monthly price growth was -1%, and the average quarterly price growth was 3%. HBLFX experienced the highest price growth at -1%, while WBALX experienced the biggest fall at -1%.
Volume
The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
HBLFX vs. WBALX commentary
Sep 05, 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 Buy and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.1B vs. WBALX (161M). HBLFX pays higher dividends than WBALX: HBLFX (3.43) vs WBALX (2.02). HBLFX was incepted earlier than WBALX: HBLFX (10 years) vs WBALX (23 years). WBALX (1.00) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 90.00 vs. WBALX (18.00). WBALX has a lower initial minimum investment than HBLFX: WBALX (2500) vs HBLFX (1000000). HBLFX annual gain was more profitable for investors over the last year : 4.42 vs. WBALX (-0.81). HBLFX return over 5 years is better than : 6.61 vs. WBALX (2.81).
| HBLFX | WBALX | HBLFX / WBALX | |
| Total Expense Ratio | 0.56 | 0.85 | 66% |
| Annual Report Gross Expense Ratio | 0.56 | 1.00 | 56% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 5.570 | 0.727 | 766% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 161M | 6,894% |
| Annual Yield % from dividends | 3.43 | 2.02 | 170% |
| Returns for 1 year | 4.42 | -0.81 | -546% |
| Returns for 3 years | 21.65 | 7.44 | 291% |
| Returns for 5 years | 6.61 | 2.81 | 235% |
| Returns for 10 years | N/A | 37.42 | - |
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