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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
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 10.9B vs. WWIAX (594M). HBLIX pays higher dividends than WWIAX: HBLIX (3.34) vs WWIAX (2.69). 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 : 8.00 vs. HBLIX (1.45). WWIAX return over 5 years is better than : 12.51 vs. HBLIX (5.88).
| 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 | 4.261 | 4.683 | 91% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 10.9B | 594M | 1,835% |
| Annual Yield % from dividends | 3.34 | 2.69 | 124% |
| Returns for 1 year | 1.45 | 8.00 | 18% |
| Returns for 3 years | 20.68 | 34.65 | 60% |
| Returns for 5 years | 5.88 | 12.51 | 47% |
| Returns for 10 years | 42.03 | 18.01 | 233% |
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