HBLRX vs WBALX ᐉ Comparison: Which is Better to Invest?
HBLRX vs WBALX Comparison
Open Charts HBLRX vs WBALX
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HBLRX vs WBALX Comparison Chart
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HBLRX vs. WBALX commentary
Sep 26, 2023
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 Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.8B vs. WBALX (219M). HBLRX pays higher dividends than WBALX: HBLRX (2.77) vs WBALX (1.28). HBLRX was incepted earlier than WBALX: HBLRX (13 years) vs WBALX (20 years). HBLRX (1.24) is less costly to investors than WBALX (0.99). HBLRX is a more actively managed with annual turnover of: 60.00 vs. WBALX (20.00). HBLRX has a lower initial minimum investment than WBALX: HBLRX (0) vs WBALX (2500). WBALX annual gain was more profitable for investors over the last year : 9.21 vs. HBLRX (2.65). WBALX return over 5 years is better than : 19.48 vs. HBLRX (3.72).
| HBLRX | WBALX | HBLRX / WBALX | |
| Total Expense Ratio | 1.24 | 0.85 | 146% |
| Annual Report Gross Expense Ratio | 1.24 | 0.99 | 125% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 0.094 | 5.925 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 219M | 5,845% |
| Annual Yield % from dividends | 2.77 | 1.28 | 216% |
| Returns for 1 year | 2.65 | 9.21 | 29% |
| Returns for 3 years | -1.66 | 10.09 | -16% |
| Returns for 5 years | 3.72 | 19.48 | 19% |
| Returns for 10 years | 27.18 | 21.49 | 126% |
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