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HBLRX vs VWIAX
HBLRX vs VWIAX Comparison
Open Charts HBLRX vs VWIAX
HBLRX vs VWIAX Comparison Chart in %
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HBLRX vs. VWIAX commentary
Jun 04, 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 Hold and VWIAX is a Hold.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.2B vs. HBLRX (11.2B). VWIAX pays higher dividends than HBLRX: VWIAX (3.49) vs HBLRX (2.80). 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 : 6.28 vs. VWIAX (5.79). HBLRX return over 5 years is better than : 3.69 vs. VWIAX (-1.58).
| 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 | 3.199 | 3.015 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 48.2B | 23% |
| Annual Yield % from dividends | 2.80 | 3.49 | 80% |
| Returns for 1 year | 6.28 | 5.79 | 109% |
| Returns for 3 years | 19.12 | 14.75 | 130% |
| Returns for 5 years | 3.69 | -1.58 | -234% |
| Returns for 10 years | 36.81 | 23.42 | 157% |
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