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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
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.1B vs. WWIAX (603M). HBLIX pays higher dividends than WWIAX: HBLIX (3.37) vs WWIAX (2.61). HBLIX was incepted earlier than WWIAX: HBLIX (17 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 : 12.79 vs. HBLIX (5.08). WWIAX return over 5 years is better than : 14.63 vs. HBLIX (7.41).
| HBLIX | WWIAX | HBLIX / WWIAX | |
| Total Expense Ratio | 0.66 | 1.02 | 65% |
| Annual Report Gross Expense Ratio | 0.66 | 1.02 | 65% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 6.081 | 6.195 | 98% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 11.1B | 603M | 1,841% |
| Annual Yield % from dividends | 3.37 | 2.61 | 129% |
| Returns for 1 year | 5.08 | 12.79 | 40% |
| Returns for 3 years | 23.95 | 38.21 | 63% |
| Returns for 5 years | 7.41 | 14.63 | 51% |
| Returns for 10 years | 42.05 | 17.94 | 234% |
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