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HBLIX vs VWIAX
HBLIX vs VWIAX Comparison
Open Charts HBLIX vs VWIAX
HBLIX vs VWIAX Comparison Chart in %
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HBLIX vs. VWIAX commentary
Sep 13, 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 Hold and VWIAX is a Hold.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 46.9B vs. HBLIX (10.9B). VWIAX pays higher dividends than HBLIX: VWIAX (3.51) vs HBLIX (3.34). HBLIX was incepted earlier than VWIAX: HBLIX (17 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 : 1.45 vs. VWIAX (-0.95). HBLIX return over 5 years is better than : 5.88 vs. VWIAX (-3.78).
| HBLIX | VWIAX | HBLIX / VWIAX | |
| Total Expense Ratio | 0.66 | 0.15 | 440% |
| Annual Report Gross Expense Ratio | 0.66 | 0.15 | 440% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 4.261 | 2.324 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 50000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 46.9B | 23% |
| Annual Yield % from dividends | 3.34 | 3.51 | 95% |
| Returns for 1 year | 1.45 | -0.95 | -152% |
| Returns for 3 years | 20.68 | 13.70 | 151% |
| Returns for 5 years | 5.88 | -3.78 | -156% |
| Returns for 10 years | 42.03 | 21.22 | 198% |
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