Interact to see
Advertisement
Advertisement
HBLFX vs WBALX
HBLFX vs WBALX Comparison
Open Charts HBLFX vs WBALX
HBLFX vs WBALX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLFX vs. WBALX commentary
Jul 07, 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: 11.2B vs. WBALX (170M). HBLFX pays higher dividends than WBALX: HBLFX (3.49) vs WBALX (2.07). HBLFX was incepted earlier than WBALX: HBLFX (9 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 : 5.06 vs. WBALX (-1.06). HBLFX return over 5 years is better than : 8.08 vs. WBALX (4.52).
| HBLFX | WBALX | HBLFX / WBALX | |
| Total Expense Ratio | 0.56 | 0.85 | 66% |
| Annual Report Gross Expense Ratio | 0.56 | 1.00 | 56% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 4.871 | -0.000 | -1,203,903% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 170M | 6,588% |
| Annual Yield % from dividends | 3.49 | 2.07 | 168% |
| Returns for 1 year | 5.06 | -1.06 | -476% |
| Returns for 3 years | 22.61 | 8.52 | 266% |
| Returns for 5 years | 8.08 | 4.52 | 179% |
| Returns for 10 years | N/A | 37.55 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FEDIX | 22.93 | 0.14 | +0.61% |
| Fidelity Advisor Emerg Mkts Discv I | |||
| ISCIX | 54.23 | 0.31 | +0.57% |
| Federated Hermes Intl Small-Mid Co IS | |||
| BRXRX | 19.36 | -0.02 | -0.10% |
| MFS Blended Research Intl Eq R1 | |||
| VSFSX | 29.92 | -0.23 | -0.76% |
| Federated Hermes MDT Small Cap Value R6 | |||
| RGEBX | 82.51 | -0.81 | -0.97% |
| American Funds Growth Fd of Amer R-2E | |||