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HBLSX vs WBALX
HBLSX vs WBALX Comparison
Open Charts HBLSX vs WBALX
HBLSX vs WBALX Comparison Chart in %
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HBLSX vs. WBALX commentary
Sep 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 HBLSX is a Hold and WBALX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 10.8B vs. WBALX (160M). HBLSX pays higher dividends than WBALX: HBLSX (3.02) vs WBALX (2.02). HBLSX was incepted earlier than WBALX: HBLSX (16 years) vs WBALX (23 years). WBALX (1.03) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 90.00 vs. WBALX (18.00). HBLSX has a lower initial minimum investment than WBALX: HBLSX (0) vs WBALX (2500). HBLSX annual gain was more profitable for investors over the last year : 1.58 vs. WBALX (-1.48). HBLSX return over 5 years is better than : 4.43 vs. WBALX (2.76).
| HBLSX | WBALX | HBLSX / WBALX | |
| Total Expense Ratio | 0.96 | 0.85 | 113% |
| Annual Report Gross Expense Ratio | 0.96 | 1.03 | 93% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 3.779 | -0.243 | -1,556% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 160M | 6,750% |
| Annual Yield % from dividends | 3.02 | 2.02 | 149% |
| Returns for 1 year | 1.58 | -1.48 | -107% |
| Returns for 3 years | 19.06 | 7.39 | 258% |
| Returns for 5 years | 4.43 | 2.76 | 160% |
| Returns for 10 years | 37.86 | 37.63 | 101% |
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