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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 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 Buy and VWINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 47.1B 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 : 4.55 vs. VWINX (2.87). HBLRX return over 5 years is better than : 4.28 vs. VWINX (-2.87).
| 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 | 5.721 | 3.995 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 47.1B | 24% |
| Annual Yield % from dividends | 2.76 | 3.46 | 80% |
| Returns for 1 year | 4.55 | 2.87 | 158% |
| Returns for 3 years | 21.77 | 16.35 | 133% |
| Returns for 5 years | 4.28 | -2.87 | -149% |
| Returns for 10 years | 34.84 | 20.73 | 168% |
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