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HBLIX vs WWIAX
HBLIX vs WWIAX Comparison
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HBLIX vs WWIAX Comparison Chart in %
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HBLIX vs. WWIAX commentary
Jun 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 Hold and WWIAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.2B vs. WWIAX (612M). 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 : 18.96 vs. HBLIX (6.91). WWIAX return over 5 years is better than : 14.57 vs. HBLIX (6.81).
| 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 | 18 years | - |
| Gain YTD | 3.451 | 6.783 | 51% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.2B | 612M | 1,830% |
| Annual Yield % from dividends | 3.40 | 3.16 | 108% |
| Returns for 1 year | 6.91 | 18.96 | 36% |
| Returns for 3 years | 21.24 | 38.98 | 54% |
| Returns for 5 years | 6.81 | 14.57 | 47% |
| Returns for 10 years | 44.19 | 20.83 | 212% |
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