Interact to see
Advertisement
Advertisement
HBLSX vs WBALX
HBLSX vs WBALX Comparison
Open Charts HBLSX vs WBALX
HBLSX vs WBALX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLSX vs. WBALX commentary
Jun 19, 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: 11.2B vs. WBALX (166M). HBLSX pays higher dividends than WBALX: HBLSX (3.08) vs WBALX (2.08). HBLSX was incepted earlier than WBALX: HBLSX (16 years) vs WBALX (23 years). WBALX (1.00) and HBLSX (0.96) have similar cost to investors . 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 : 5.87 vs. WBALX (-2.20). HBLSX return over 5 years is better than : 6.67 vs. WBALX (4.12).
| HBLSX | WBALX | HBLSX / WBALX | |
| Total Expense Ratio | 0.96 | 0.85 | 113% |
| Annual Report Gross Expense Ratio | 0.96 | 1.00 | 96% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 3.470 | -2.485 | -140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 166M | 6,747% |
| Annual Yield % from dividends | 3.08 | 2.08 | 148% |
| Returns for 1 year | 5.87 | -2.20 | -267% |
| Returns for 3 years | 18.63 | 6.55 | 285% |
| Returns for 5 years | 6.67 | 4.12 | 162% |
| Returns for 10 years | 41.15 | 33.70 | 122% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DVSMX | 31.51 | 0.15 | +0.48% |
| Driehaus Small Cap Growth Investor | |||
| PRPCX | 5.25 | -0.03 | -0.57% |
| PGIM Jennison Energy Infrastructure C | |||
| RGAGX | 86.64 | -0.91 | -1.04% |
| American Funds Growth Fund of Amer R6 | |||
| CLIFX | 24.80 | -0.52 | -2.05% |
| Lone Peak Value Institutional | |||
| FEURX | 59.55 | -1.39 | -2.28% |
| First Eagle Gold R6 | |||