HBLTX
Price
$15.02
Change
+$0.06 (+0.40%)
Updated
Jul 24 closing price
Net Assets
11.04B
WBAIX
Price
$16.41
Change
+$0.07 (+0.43%)
Updated
Jul 24 closing price
Net Assets
160.63M
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HBLTX vs WBAIX

HBLTX vs WBAIX Comparison Chart in %
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HBLTX vs. WBAIX commentary
Jul 26, 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 HBLTX is a Buy and WBAIX is a Hold.

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FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11B vs. WBAIX (161M). HBLTX pays higher dividends than WBAIX: HBLTX (3.36) vs WBAIX (2.17). HBLTX was incepted earlier than WBAIX: HBLTX (16 years) vs WBAIX (7 years). WBAIX (0.76) is less costly to investors than HBLTX (0.67). HBLTX is a more actively managed with annual turnover of: 90.00 vs. WBAIX (18.00). HBLTX has a lower initial minimum investment than WBAIX: HBLTX (0) vs WBAIX (1000000). HBLTX annual gain was more profitable for investors over the last year : 4.29 vs. WBAIX (-1.91). HBLTX return over 5 years is better than : 6.96 vs. WBAIX (3.50).
HBLTXWBAIXHBLTX / WBAIX
Total Expense Ratio0.670.7096%
Annual Report Gross Expense Ratio0.670.7688%
Fund Existence16 years7 years-
Gain YTD4.299-0.825-521%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets11B161M6,832%
Annual Yield % from dividends3.362.17155%
Returns for 1 year4.29-1.91-225%
Returns for 3 years17.996.46278%
Returns for 5 years6.963.50199%
Returns for 10 years40.97N/A-
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