HBLIX
Price
$14.94
Change
-$0.02 (-0.13%)
Updated
Jun 22 closing price
Net Assets
11.14B
WWIAX
Price
$13.43
Change
-$0.05 (-0.37%)
Updated
Jun 22 closing price
Net Assets
601.22M
Interact to see
Advertisement

HBLIX vs WWIAX

HBLIX vs WWIAX Comparison Chart in %
View a ticker or compare two or three
VS
HBLIX vs. WWIAX 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 Buy and WWIAX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.1B vs. WWIAX (601M). HBLIX pays higher dividends than WWIAX: HBLIX (3.40) vs WWIAX (3.16). HBLIX was incepted earlier than WWIAX: HBLIX (16 years) vs WWIAX (18 years). WWIAX (1.02) is less costly to investors than HBLIX (0.66). HBLIX is a more actively managed with annual turnover of: 90.00 vs. WWIAX (67.00). WWIAX has a lower initial minimum investment than HBLIX: WWIAX (1000) vs HBLIX (2000). WWIAX annual gain was more profitable for investors over the last year : 16.20 vs. HBLIX (6.17). WWIAX return over 5 years is better than : 13.31 vs. HBLIX (7.95).
HBLIXWWIAXHBLIX / WWIAX
Total Expense Ratio0.661.0265%
Annual Report Gross Expense Ratio0.661.0265%
Fund Existence16 years18 years-
Gain YTD3.7985.45370%
Front LoadN/A3%-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/A5000-
Net Assets11.1B601M1,847%
Annual Yield % from dividends3.403.16108%
Returns for 1 year6.1716.2038%
Returns for 3 years21.2136.6358%
Returns for 5 years7.9513.3160%
Returns for 10 years45.7420.31225%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TRPBX26.87N/A
N/A
T. Rowe Price Spectrum Moderate Allc Inv
FELIX228.27N/A
N/A
Fidelity Advisor Semiconductors I
TNVAX22.39N/A
N/A
1290 GAMCO Small/Mid Cap Value A
TOTFX10.29N/A
N/A
Transamerica Mid Cap Value Opps R4
GMNAX13.66N/A
N/A
Gabelli Global Mini Mites A