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HBLSX vs VWIAX
HBLSX vs VWIAX Comparison
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HBLSX vs VWIAX Comparison Chart in %
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HBLSX vs. VWIAX commentary
Jul 14, 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 HBLSX is a StrongBuy and VWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 47.4B vs. HBLSX (11.1B). VWIAX pays higher dividends than HBLSX: VWIAX (3.54) vs HBLSX (3.07). HBLSX was incepted earlier than VWIAX: HBLSX (16 years) vs VWIAX (25 years). HBLSX (0.96) is less costly to investors than VWIAX (0.15). HBLSX is a more actively managed with annual turnover of: 90.00 vs. VWIAX (63.00). HBLSX has a lower initial minimum investment than VWIAX: HBLSX (0) vs VWIAX (50000). HBLSX annual gain was more profitable for investors over the last year : 4.95 vs. VWIAX (3.78). HBLSX return over 5 years is better than : 5.80 vs. VWIAX (-1.93).
| HBLSX | VWIAX | HBLSX / VWIAX | |
| Total Expense Ratio | 0.96 | 0.15 | 640% |
| Annual Report Gross Expense Ratio | 0.96 | 0.15 | 640% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 4.264 | 3.212 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 47.4B | 23% |
| Annual Yield % from dividends | 3.07 | 3.54 | 87% |
| Returns for 1 year | 4.95 | 3.78 | 131% |
| Returns for 3 years | 18.51 | 13.42 | 138% |
| Returns for 5 years | 5.80 | -1.93 | -301% |
| Returns for 10 years | 37.42 | 20.99 | 178% |
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