Ad is loading...
EKSAX vs HBLAX
EKSAX vs HBLAX Comparison
Open Charts EKSAX vs HBLAX
Allspring Diversified Income Bldr A
Price$6.00
Change-$0.08 (-1.32%)
VolumeN/A
Net Assets337.6M
Hartford Balanced Income A
Price$14.29
Change-$0.22 (-1.52%)
VolumeN/A
Net Assets11.99B
EKSAX vs HBLAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EKSAX vs. HBLAX commentary
Apr 04, 2025
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 EKSAX is a Hold and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. EKSAX (338M). EKSAX pays higher dividends than HBLAX: EKSAX (5.56) vs HBLAX (3.37). EKSAX was incepted earlier than HBLAX: EKSAX (38 years) vs HBLAX (19 years). EKSAX (1.19) is less costly to investors than HBLAX (0.89). EKSAX is a more actively managed with annual turnover of: 67.00 vs. HBLAX (61.00). EKSAX (6%) and HBLAX (6%) have equivalent initial investment costs. EKSAX has a lower initial minimum investment than HBLAX: EKSAX (1000) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to EKSAX: HBLAX (2000) vs EKSAX (250). EKSAX annual gain was more profitable for investors over the last year : 8.20 vs. HBLAX (4.60). EKSAX return over 5 years is better than : 44.39 vs. HBLAX (28.74).
| EKSAX | HBLAX | EKSAX / HBLAX | |
| Total Expense Ratio | 0.95 | 0.89 | 107% |
| Annual Report Gross Expense Ratio | 1.19 | 0.89 | 134% |
| Fund Existence | 38 years | 19 years | - |
| Gain YTD | 1.822 | 3.230 | 56% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 338M | 12B | 3% |
| Annual Yield % from dividends | 5.56 | 3.37 | 165% |
| Returns for 1 year | 8.20 | 4.60 | 178% |
| Returns for 3 years | 14.54 | 4.33 | 336% |
| Returns for 5 years | 44.39 | 28.74 | 154% |
| Returns for 10 years | 42.48 | 34.56 | 123% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers