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HBLTX vs WBALX
HBLTX vs WBALX Comparison
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HBLTX vs WBALX Comparison Chart in %
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HBLTX vs. WBALX commentary
Aug 17, 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 WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.2B vs. WBALX (165M). HBLTX pays higher dividends than WBALX: HBLTX (3.33) vs WBALX (2.04). HBLTX was incepted earlier than WBALX: HBLTX (16 years) vs WBALX (23 years). WBALX (1.00) is less costly to investors than HBLTX (0.67). HBLTX is a more actively managed with annual turnover of: 90.00 vs. WBALX (18.00). HBLTX has a lower initial minimum investment than WBALX: HBLTX (0) vs WBALX (2500). HBLTX annual gain was more profitable for investors over the last year : 5.73 vs. WBALX (0.26). HBLTX return over 5 years is better than : 7.63 vs. WBALX (3.67).
| HBLTX | WBALX | HBLTX / WBALX | |
| Total Expense Ratio | 0.67 | 0.85 | 79% |
| Annual Report Gross Expense Ratio | 0.67 | 1.00 | 67% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 6.590 | 1.515 | 435% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 165M | 6,788% |
| Annual Yield % from dividends | 3.33 | 2.04 | 163% |
| Returns for 1 year | 5.73 | 0.26 | 2,205% |
| Returns for 3 years | 23.63 | 9.35 | 253% |
| Returns for 5 years | 7.63 | 3.67 | 208% |
| Returns for 10 years | 43.35 | 38.29 | 113% |
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