Interact to see
Advertisement
Advertisement
HBLRX vs VWINX
HBLRX vs VWINX Comparison
Open Charts HBLRX vs VWINX
HBLRX vs VWINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLRX vs. VWINX commentary
Jun 24, 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 VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. HBLRX (11.1B). VWINX pays higher dividends than HBLRX: VWINX (3.42) vs HBLRX (2.80). 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 : 5.55 vs. VWINX (4.87). HBLRX return over 5 years is better than : 4.72 vs. VWINX (-1.25).
| 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 | 3.475 | 2.880 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 48.1B | 23% |
| Annual Yield % from dividends | 2.80 | 3.42 | 82% |
| Returns for 1 year | 5.55 | 4.87 | 114% |
| Returns for 3 years | 19.01 | 14.58 | 130% |
| Returns for 5 years | 4.72 | -1.25 | -377% |
| Returns for 10 years | 38.19 | 23.59 | 162% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers