Compare trend and price HBLTX vs WBALX
HBLTX vs WBALX Comparison
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HBLTX vs WBALX Comparison Chart
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HBLTX 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 HBLTX is a Hold and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.8B vs. WBALX (219M). HBLTX pays higher dividends than WBALX: HBLTX (3.34) vs WBALX (1.28). HBLTX was incepted earlier than WBALX: HBLTX (13 years) vs WBALX (20 years). WBALX (0.99) is less costly to investors than HBLTX (0.65). HBLTX is a more actively managed with annual turnover of: 60.00 vs. WBALX (20.00). HBLTX has a lower initial minimum investment than WBALX: HBLTX (0) vs WBALX (2500). WBALX annual gain was more profitable for investors over the last year : 9.21 vs. HBLTX (3.27). WBALX return over 5 years is better than : 19.48 vs. HBLTX (6.37).
| HBLTX | WBALX | HBLTX / WBALX | |
| Total Expense Ratio | 0.65 | 0.85 | 76% |
| Annual Report Gross Expense Ratio | 0.65 | 0.99 | 66% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 0.544 | 5.925 | 9% |
| 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 | 3.34 | 1.28 | 260% |
| Returns for 1 year | 3.27 | 9.21 | 36% |
| Returns for 3 years | -0.05 | 10.09 | -1% |
| Returns for 5 years | 6.37 | 19.48 | 33% |
| Returns for 10 years | 33.47 | 21.49 | 156% |
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