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HBLRX vs WBALX
HBLRX vs WBALX Comparison
Open Charts HBLRX vs WBALX
HBLRX vs WBALX Comparison Chart in %
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HBLRX vs. WBALX commentary
Sep 13, 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 WBALX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 10.9B vs. WBALX (160M). HBLRX pays higher dividends than WBALX: HBLRX (2.74) vs WBALX (2.02). HBLRX was incepted earlier than WBALX: HBLRX (16 years) vs WBALX (23 years). HBLRX (1.27) is less costly to investors than WBALX (1.03). HBLRX is a more actively managed with annual turnover of: 90.00 vs. WBALX (18.00). HBLRX has a lower initial minimum investment than WBALX: HBLRX (0) vs WBALX (2500). HBLRX annual gain was more profitable for investors over the last year : 1.15 vs. WBALX (-2.34). HBLRX return over 5 years is better than : 3.01 vs. WBALX (2.10).
| HBLRX | WBALX | HBLRX / WBALX | |
| Total Expense Ratio | 1.27 | 0.85 | 149% |
| Annual Report Gross Expense Ratio | 1.27 | 1.03 | 123% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 4.127 | -0.425 | -972% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 160M | 6,813% |
| Annual Yield % from dividends | 2.74 | 2.02 | 136% |
| Returns for 1 year | 1.15 | -2.34 | -49% |
| Returns for 3 years | 18.81 | 7.32 | 257% |
| Returns for 5 years | 3.01 | 2.10 | 143% |
| Returns for 10 years | 35.10 | 37.59 | 93% |
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