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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
Jun 15, 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 WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.2B vs. WBALX (167M). HBLRX pays higher dividends than WBALX: HBLRX (2.80) vs WBALX (2.08). HBLRX was incepted earlier than WBALX: HBLRX (16 years) vs WBALX (23 years). HBLRX (1.27) is less costly to investors than WBALX (1.00). 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 : 5.53 vs. WBALX (-2.82). HBLRX return over 5 years is better than : 4.08 vs. WBALX (3.23).
| HBLRX | WBALX | HBLRX / WBALX | |
| Total Expense Ratio | 1.27 | 0.85 | 149% |
| Annual Report Gross Expense Ratio | 1.27 | 1.00 | 127% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 4.094 | -2.182 | -188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 167M | 6,707% |
| Annual Yield % from dividends | 2.80 | 2.08 | 135% |
| Returns for 1 year | 5.53 | -2.82 | -196% |
| Returns for 3 years | 19.29 | 7.46 | 259% |
| Returns for 5 years | 4.08 | 3.23 | 127% |
| Returns for 10 years | 38.50 | 33.82 | 114% |
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