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HBLIX vs VWINX
HBLIX vs VWINX Comparison
Open Charts HBLIX vs VWINX
HBLIX vs VWINX Comparison Chart in %
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HBLIX vs. VWINX commentary
Jun 24, 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 VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. HBLIX (11.1B). VWINX (3.42) and HBLIX (3.40) have matching dividends . HBLIX was incepted earlier than VWINX: HBLIX (16 years) vs VWINX (56 years). HBLIX (0.66) is less costly to investors than VWINX (0.22). HBLIX is a more actively managed with annual turnover of: 90.00 vs. VWINX (63.00). HBLIX has a lower initial minimum investment than VWINX: HBLIX (2000) vs VWINX (3000). HBLIX annual gain was more profitable for investors over the last year : 6.17 vs. VWINX (4.87). HBLIX return over 5 years is better than : 7.95 vs. VWINX (-1.25).
| HBLIX | VWINX | HBLIX / VWINX | |
| Total Expense Ratio | 0.66 | 0.22 | 300% |
| Annual Report Gross Expense Ratio | 0.66 | 0.22 | 300% |
| Fund Existence | 16 years | 56 years | - |
| Gain YTD | 3.798 | 2.880 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 48.1B | 23% |
| Annual Yield % from dividends | 3.40 | 3.42 | 99% |
| Returns for 1 year | 6.17 | 4.87 | 127% |
| Returns for 3 years | 21.21 | 14.58 | 145% |
| Returns for 5 years | 7.95 | -1.25 | -636% |
| Returns for 10 years | 45.74 | 23.59 | 194% |
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