Compare trend and price HBLVX vs WBALX
HBLVX vs WBALX Comparison
Open Charts HBLVX vs WBALX
View a ticker or compare two or three
VS
VS
HBLVX vs WBALX Comparison Chart
Loading...
HBLVX vs. WBALX commentary
Sep 30, 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 HBLVX is a Hold and WBALX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12.6B vs. WBALX (219M). HBLVX pays higher dividends than WBALX: HBLVX (3.42) vs WBALX (1.28). HBLVX was incepted earlier than WBALX: HBLVX (9 years) vs WBALX (20 years). WBALX (0.99) is less costly to investors than HBLVX (0.54). HBLVX is a more actively managed with annual turnover of: 60.00 vs. WBALX (20.00). HBLVX has a lower initial minimum investment than WBALX: HBLVX (0) vs WBALX (2500). WBALX annual gain was more profitable for investors over the last year : 8.65 vs. HBLVX (4.22). WBALX return over 5 years is better than : 19.04 vs. HBLVX (6.23).
| HBLVX | WBALX | HBLVX / WBALX | |
| Total Expense Ratio | 0.54 | 0.85 | 64% |
| Annual Report Gross Expense Ratio | 0.54 | 0.99 | 55% |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | -0.340 | 5.530 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 219M | 5,753% |
| Annual Yield % from dividends | 3.42 | 1.28 | 266% |
| Returns for 1 year | 4.22 | 8.65 | 49% |
| Returns for 3 years | -0.69 | 8.74 | -8% |
| Returns for 5 years | 6.23 | 19.04 | 33% |
| Returns for 10 years | N/A | 21.30 | - |
View a ticker or compare two or three
VS
VS
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EWS | 18.35 | 0.03 | +0.16% |
| iShares MSCI Singapore ETF | |||
| DFSE | 29.39 | -0.06 | -0.20% |
| Dimensional Emerging Mrkts Sstby Cr 1ETF | |||
| VONE | 194.66 | -0.40 | -0.21% |
| Vanguard Russell 1000 ETF | |||
| PLTL | 22.63 | -0.15 | -0.67% |
| Principal US Small-Cap Adptv Mlt-Fac ETF | |||
| DFRA | 27.19 | -0.20 | -0.72% |
| Donoghue Forlines Yld Enhd Rl Ast ETF | |||