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HBLIX vs WHGOX
HBLIX vs WHGOX Comparison
Open Charts HBLIX vs WHGOX
HBLIX vs WHGOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.1B vs. WHGOX (601M). WHGOX (3.43) and HBLIX (3.40) have matching dividends . HBLIX was incepted earlier than WHGOX: HBLIX (16 years) vs WHGOX (4 years). WHGOX (0.77) is less costly to investors than HBLIX (0.66). HBLIX is a more actively managed with annual turnover of: 90.00 vs. WHGOX (67.00). HBLIX has a lower initial minimum investment than WHGOX: HBLIX (2000) vs WHGOX (1000000). WHGOX annual gain was more profitable for investors over the last year : 16.53 vs. HBLIX (6.17).
| HBLIX | WHGOX | HBLIX / WHGOX | |
| Total Expense Ratio | 0.66 | 0.77 | 86% |
| Annual Report Gross Expense Ratio | 0.66 | 0.77 | 86% |
| Fund Existence | 16 years | 4 years | - |
| Gain YTD | 3.798 | 5.558 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 601M | 1,847% |
| Annual Yield % from dividends | 3.40 | 3.43 | 99% |
| Returns for 1 year | 6.17 | 16.53 | 37% |
| Returns for 3 years | 21.21 | 37.56 | 56% |
| Returns for 5 years | 7.95 | N/A | - |
| Returns for 10 years | 45.74 | N/A | - |
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