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HBLSX vs WHGIX
HBLSX vs WHGIX Comparison
Open Charts HBLSX vs WHGIX
HBLSX vs WHGIX Comparison Chart in %
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HBLSX vs. WHGIX commentary
Sep 12, 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 WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 10.9B vs. WHGIX (594M). HBLSX pays higher dividends than WHGIX: HBLSX (3.02) vs WHGIX (2.86). 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 : 8.27 vs. HBLSX (1.12). WHGIX return over 5 years is better than : 13.62 vs. HBLSX (4.26).
| 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 | 3.987 | 4.884 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 594M | 1,835% |
| Annual Yield % from dividends | 3.02 | 2.86 | 106% |
| Returns for 1 year | 1.12 | 8.27 | 13% |
| Returns for 3 years | 19.56 | 35.42 | 55% |
| Returns for 5 years | 4.26 | 13.62 | 31% |
| Returns for 10 years | 38.33 | 20.72 | 185% |
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