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HBLIX vs WHGIX
HBLIX vs WHGIX Comparison
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HBLIX vs WHGIX Comparison Chart in %
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HBLIX vs. WHGIX commentary
Sep 12, 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 WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 10.9B vs. WHGIX (594M). HBLIX pays higher dividends than WHGIX: HBLIX (3.34) vs WHGIX (2.86). HBLIX was incepted earlier than WHGIX: HBLIX (17 years) vs WHGIX (21 years). WHGIX (0.84) is less costly to investors than HBLIX (0.66). HBLIX is a more actively managed with annual turnover of: 90.00 vs. WHGIX (67.00). HBLIX has a lower initial minimum investment than WHGIX: HBLIX (2000) vs WHGIX (100000). WHGIX annual gain was more profitable for investors over the last year : 8.27 vs. HBLIX (1.45). WHGIX return over 5 years is better than : 13.62 vs. HBLIX (5.88).
| HBLIX | WHGIX | HBLIX / WHGIX | |
| Total Expense Ratio | 0.66 | 0.84 | 79% |
| Annual Report Gross Expense Ratio | 0.66 | 0.84 | 79% |
| Fund Existence | 17 years | 21 years | - |
| Gain YTD | 4.261 | 4.884 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 594M | 1,835% |
| Annual Yield % from dividends | 3.34 | 2.86 | 117% |
| Returns for 1 year | 1.45 | 8.27 | 18% |
| Returns for 3 years | 20.68 | 35.42 | 58% |
| Returns for 5 years | 5.88 | 13.62 | 43% |
| Returns for 10 years | 42.03 | 20.72 | 203% |
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