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HBLRX vs VWINX
HBLRX vs VWINX Comparison
Open Charts HBLRX vs VWINX
HBLRX vs VWINX Comparison Chart in %
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HBLRX vs. VWINX 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 VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 47.4B vs. HBLRX (11.1B). VWINX pays higher dividends than HBLRX: VWINX (3.46) vs HBLRX (2.76). HBLRX was incepted earlier than VWINX: HBLRX (16 years) vs VWINX (56 years). HBLRX (1.27) is less costly to investors than VWINX (0.22). HBLRX is a more actively managed with annual turnover of: 90.00 vs. VWINX (63.00). HBLRX has a lower initial minimum investment than VWINX: HBLRX (0) vs VWINX (3000). HBLRX annual gain was more profitable for investors over the last year : 5.06 vs. VWINX (3.44). HBLRX return over 5 years is better than : 3.85 vs. VWINX (-3.02).
| HBLRX | VWINX | HBLRX / VWINX | |
| Total Expense Ratio | 1.27 | 0.22 | 577% |
| Annual Report Gross Expense Ratio | 1.27 | 0.22 | 577% |
| Fund Existence | 16 years | 56 years | - |
| Gain YTD | 4.474 | 3.039 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 47.4B | 23% |
| Annual Yield % from dividends | 2.76 | 3.46 | 80% |
| Returns for 1 year | 5.06 | 3.44 | 147% |
| Returns for 3 years | 16.84 | 12.31 | 137% |
| Returns for 5 years | 3.85 | -3.02 | -127% |
| Returns for 10 years | 35.16 | 20.67 | 170% |
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