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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
Aug 17, 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 (165M). HBLRX pays higher dividends than WBALX: HBLRX (2.76) vs WBALX (2.04). 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 : 5.03 vs. WBALX (0.26). HBLRX return over 5 years is better than : 4.44 vs. WBALX (3.67).
| 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 | 6.137 | 1.515 | 405% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 165M | 6,788% |
| Annual Yield % from dividends | 2.76 | 2.04 | 135% |
| Returns for 1 year | 5.03 | 0.26 | 1,936% |
| Returns for 3 years | 21.37 | 9.35 | 229% |
| Returns for 5 years | 4.44 | 3.67 | 121% |
| Returns for 10 years | 35.85 | 38.29 | 94% |
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