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HBLRX vs VWIAX
HBLRX vs VWIAX Comparison
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HBLRX vs VWIAX Comparison Chart in %
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HBLRX vs. VWIAX 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 HBLRX is a Buy and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 47.4B vs. HBLRX (11.1B). VWIAX pays higher dividends than HBLRX: VWIAX (3.53) vs HBLRX (2.76). HBLRX was incepted earlier than VWIAX: HBLRX (16 years) vs VWIAX (25 years). HBLRX (1.27) is less costly to investors than VWIAX (0.15). HBLRX is a more actively managed with annual turnover of: 90.00 vs. VWIAX (63.00). HBLRX has a lower initial minimum investment than VWIAX: HBLRX (0) vs VWIAX (50000). HBLRX annual gain was more profitable for investors over the last year : 5.06 vs. VWIAX (3.48). HBLRX return over 5 years is better than : 3.85 vs. VWIAX (-2.80).
| HBLRX | VWIAX | HBLRX / VWIAX | |
| Total Expense Ratio | 1.27 | 0.15 | 847% |
| Annual Report Gross Expense Ratio | 1.27 | 0.15 | 847% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 4.474 | 3.064 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 47.4B | 23% |
| Annual Yield % from dividends | 2.76 | 3.53 | 78% |
| Returns for 1 year | 5.06 | 3.48 | 145% |
| Returns for 3 years | 16.84 | 12.46 | 135% |
| Returns for 5 years | 3.85 | -2.80 | -137% |
| Returns for 10 years | 35.16 | 21.22 | 166% |
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