Interact to see
Advertisement
Advertisement
HBLSX vs WHGIX
HBLSX vs WHGIX Comparison
Open Charts HBLSX vs WHGIX
HBLSX vs WHGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLSX vs. WHGIX 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 WHGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.1B vs. WHGIX (601M). HBLSX pays higher dividends than WHGIX: HBLSX (3.07) vs WHGIX (2.68). HBLSX was incepted earlier than WHGIX: HBLSX (16 years) vs WHGIX (21 years). HBLSX (0.96) is less costly to investors than WHGIX (0.84). HBLSX is a more actively managed with annual turnover of: 90.00 vs. WHGIX (67.00). HBLSX has a lower initial minimum investment than WHGIX: HBLSX (0) vs WHGIX (100000). WHGIX annual gain was more profitable for investors over the last year : 13.25 vs. HBLSX (4.95). WHGIX return over 5 years is better than : 14.01 vs. HBLSX (5.80).
| HBLSX | WHGIX | HBLSX / WHGIX | |
| Total Expense Ratio | 0.96 | 0.84 | 114% |
| Annual Report Gross Expense Ratio | 0.96 | 0.84 | 114% |
| Fund Existence | 16 years | 21 years | - |
| Gain YTD | 4.264 | 5.317 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 601M | 1,847% |
| Annual Yield % from dividends | 3.07 | 2.68 | 114% |
| Returns for 1 year | 4.95 | 13.25 | 37% |
| Returns for 3 years | 18.51 | 34.16 | 54% |
| Returns for 5 years | 5.80 | 14.01 | 41% |
| Returns for 10 years | 37.42 | 19.18 | 195% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement