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HBLRX vs WWIAX
HBLRX vs WWIAX Comparison
Open Charts HBLRX vs WWIAX
HBLRX vs WWIAX Comparison Chart in %
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HBLRX vs. WWIAX commentary
Sep 12, 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 WWIAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 10.9B vs. WWIAX (594M). HBLRX (2.74) and WWIAX (2.69) have matching dividends . HBLRX was incepted earlier than WWIAX: HBLRX (16 years) vs WWIAX (19 years). HBLRX (1.27) is less costly to investors than WWIAX (1.02). HBLRX is a more actively managed with annual turnover of: 90.00 vs. WWIAX (67.00). HBLRX has a lower initial minimum investment than WWIAX: HBLRX (0) vs WWIAX (1000). WWIAX annual gain was more profitable for investors over the last year : 8.00 vs. HBLRX (0.88). WWIAX return over 5 years is better than : 12.51 vs. HBLRX (2.74).
| HBLRX | WWIAX | HBLRX / WWIAX | |
| Total Expense Ratio | 1.27 | 1.02 | 125% |
| Annual Report Gross Expense Ratio | 1.27 | 1.02 | 125% |
| Fund Existence | 16 years | 19 years | - |
| Gain YTD | 3.850 | 4.683 | 82% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 10.9B | 594M | 1,835% |
| Annual Yield % from dividends | 2.74 | 2.69 | 102% |
| Returns for 1 year | 0.88 | 8.00 | 11% |
| Returns for 3 years | 18.49 | 34.65 | 53% |
| Returns for 5 years | 2.74 | 12.51 | 22% |
| Returns for 10 years | 34.74 | 18.01 | 193% |
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