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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
Jul 28, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11B vs. WBALX (161M). HBLRX pays higher dividends than WBALX: HBLRX (2.79) vs WBALX (2.07). 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 : 3.59 vs. WBALX (-2.07). HBLRX return over 5 years is better than : 3.73 vs. WBALX (2.73).
| 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 | 3.850 | -0.849 | -453% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 161M | 6,832% |
| Annual Yield % from dividends | 2.79 | 2.07 | 134% |
| Returns for 1 year | 3.59 | -2.07 | -173% |
| Returns for 3 years | 15.82 | 6.02 | 263% |
| Returns for 5 years | 3.73 | 2.73 | 137% |
| Returns for 10 years | 33.59 | 34.67 | 97% |
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