Compare trend and price HBLSX vs WBALX
HBLSX vs WBALX Comparison
Open Charts HBLSX vs WBALX
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HBLSX vs WBALX Comparison Chart
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HBLSX 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 HBLSX is a Hold and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.8B vs. WBALX (219M). HBLSX pays higher dividends than WBALX: HBLSX (3.05) vs WBALX (1.28). HBLSX was incepted earlier than WBALX: HBLSX (13 years) vs WBALX (20 years). WBALX (0.99) is less costly to investors than HBLSX (0.94). HBLSX is a more actively managed with annual turnover of: 60.00 vs. WBALX (20.00). HBLSX has a lower initial minimum investment than WBALX: HBLSX (0) vs WBALX (2500). WBALX annual gain was more profitable for investors over the last year : 9.21 vs. HBLSX (2.94). WBALX return over 5 years is better than : 19.48 vs. HBLSX (5.08).
| HBLSX | WBALX | HBLSX / WBALX | |
| Total Expense Ratio | 0.94 | 0.85 | 111% |
| Annual Report Gross Expense Ratio | 0.94 | 0.99 | 95% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 0.312 | 5.925 | 5% |
| 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 | 3.05 | 1.28 | 237% |
| Returns for 1 year | 2.94 | 9.21 | 32% |
| Returns for 3 years | -0.88 | 10.09 | -9% |
| Returns for 5 years | 5.08 | 19.48 | 26% |
| Returns for 10 years | 30.46 | 21.49 | 142% |
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