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HBLVX vs WBALX
HBLVX vs WBALX Comparison
Open Charts HBLVX vs WBALX
HBLVX vs WBALX Comparison Chart in %
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HBLVX vs. WBALX commentary
Sep 09, 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 HBLVX is a Hold and WBALX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11B vs. WBALX (161M). HBLVX pays higher dividends than WBALX: HBLVX (3.38) vs WBALX (2.02). HBLVX was incepted earlier than WBALX: HBLVX (12 years) vs WBALX (23 years). WBALX (1.03) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 90.00 vs. WBALX (18.00). HBLVX has a lower initial minimum investment than WBALX: HBLVX (0) vs WBALX (2500). HBLVX annual gain was more profitable for investors over the last year : 3.94 vs. WBALX (-1.22). HBLVX return over 5 years is better than : 7.68 vs. WBALX (2.98).
| HBLVX | WBALX | HBLVX / WBALX | |
| Total Expense Ratio | 0.56 | 0.85 | 66% |
| Annual Report Gross Expense Ratio | 0.56 | 1.03 | 54% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 5.829 | 0.666 | 875% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 161M | 6,832% |
| Annual Yield % from dividends | 3.38 | 2.02 | 167% |
| Returns for 1 year | 3.94 | -1.22 | -324% |
| Returns for 3 years | 23.01 | 8.23 | 279% |
| Returns for 5 years | 7.68 | 2.98 | 257% |
| Returns for 10 years | 44.86 | 39.09 | 115% |
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