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HBLIX vs WWIAX
HBLIX vs WWIAX Comparison
Open Charts HBLIX vs WWIAX
HBLIX vs WWIAX Comparison Chart in %
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HBLIX vs. WWIAX commentary
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.1B vs. WWIAX (593M). HBLIX pays higher dividends than WWIAX: HBLIX (3.37) vs WWIAX (2.61). HBLIX was incepted earlier than WWIAX: HBLIX (16 years) vs WWIAX (19 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 : 11.96 vs. HBLIX (5.67). WWIAX return over 5 years is better than : 11.80 vs. HBLIX (7.03).
| HBLIX | WWIAX | HBLIX / WWIAX | |
| Total Expense Ratio | 0.66 | 1.02 | 65% |
| Annual Report Gross Expense Ratio | 0.66 | 1.02 | 65% |
| Fund Existence | 16 years | 19 years | - |
| Gain YTD | 4.821 | 4.465 | 108% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.1B | 593M | 1,872% |
| Annual Yield % from dividends | 3.37 | 2.61 | 129% |
| Returns for 1 year | 5.67 | 11.96 | 47% |
| Returns for 3 years | 18.91 | 32.10 | 59% |
| Returns for 5 years | 7.03 | 11.80 | 60% |
| Returns for 10 years | 42.48 | 16.33 | 260% |
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