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HBLIX vs VWIAX
HBLIX vs VWIAX Comparison
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HBLIX vs VWIAX Comparison Chart in %
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HBLIX vs. VWIAX commentary
Aug 03, 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 HBLIX is a Buy and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 47.4B vs. HBLIX (11.1B). VWIAX (3.53) and HBLIX (3.37) have matching dividends . HBLIX was incepted earlier than VWIAX: HBLIX (16 years) vs VWIAX (25 years). HBLIX (0.66) is less costly to investors than VWIAX (0.15). HBLIX is a more actively managed with annual turnover of: 90.00 vs. VWIAX (63.00). HBLIX has a lower initial minimum investment than VWIAX: HBLIX (2000) vs VWIAX (50000). HBLIX annual gain was more profitable for investors over the last year : 5.67 vs. VWIAX (3.48). HBLIX return over 5 years is better than : 7.03 vs. VWIAX (-2.80).
| HBLIX | VWIAX | HBLIX / VWIAX | |
| Total Expense Ratio | 0.66 | 0.15 | 440% |
| Annual Report Gross Expense Ratio | 0.66 | 0.15 | 440% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 4.821 | 3.064 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 50000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 47.4B | 23% |
| Annual Yield % from dividends | 3.37 | 3.53 | 95% |
| Returns for 1 year | 5.67 | 3.48 | 163% |
| Returns for 3 years | 18.91 | 12.46 | 152% |
| Returns for 5 years | 7.03 | -2.80 | -251% |
| Returns for 10 years | 42.48 | 21.22 | 200% |
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