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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
Jun 11, 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 Buy and WBALX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.2B vs. WBALX (167M). HBLVX pays higher dividends than WBALX: HBLVX (3.44) vs WBALX (2.08). HBLVX was incepted earlier than WBALX: HBLVX (12 years) vs WBALX (23 years). WBALX (1.00) 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 : 6.38 vs. WBALX (-0.04). HBLVX return over 5 years is better than : 7.20 vs. WBALX (6.04).
| HBLVX | WBALX | HBLVX / WBALX | |
| Total Expense Ratio | 0.56 | 0.85 | 66% |
| Annual Report Gross Expense Ratio | 0.56 | 1.00 | 56% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 3.764 | 0.484 | 777% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 167M | 6,707% |
| Annual Yield % from dividends | 3.44 | 2.08 | 165% |
| Returns for 1 year | 6.38 | -0.04 | -15,341% |
| Returns for 3 years | 21.51 | 11.22 | 192% |
| Returns for 5 years | 7.20 | 6.04 | 119% |
| Returns for 10 years | 45.73 | 36.96 | 124% |
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