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EKSAX vs HBLAX
EKSAX vs HBLAX Comparison
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EKSAX vs HBLAX Comparison Chart in %
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EKSAX vs. HBLAX commentary
Jul 14, 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 EKSAX is a Buy and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.1B vs. EKSAX (549M). EKSAX pays higher dividends than HBLAX: EKSAX (4.62) vs HBLAX (3.18). EKSAX was incepted earlier than HBLAX: EKSAX (39 years) vs HBLAX (20 years). EKSAX (1.10) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 90.00 vs. EKSAX (83.00). 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 : 13.73 vs. HBLAX (4.94). EKSAX return over 5 years is better than : 32.81 vs. HBLAX (6.11).
| EKSAX | HBLAX | EKSAX / HBLAX | |
| Total Expense Ratio | 0.84 | 0.89 | 94% |
| Annual Report Gross Expense Ratio | 1.10 | 0.89 | 124% |
| Fund Existence | 39 years | 20 years | - |
| Gain YTD | 6.098 | 4.286 | 142% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 549M | 11.1B | 5% |
| Annual Yield % from dividends | 4.62 | 3.18 | 145% |
| Returns for 1 year | 13.73 | 4.94 | 278% |
| Returns for 3 years | 43.13 | 18.62 | 232% |
| Returns for 5 years | 32.81 | 6.11 | 537% |
| Returns for 10 years | 68.57 | 37.99 | 181% |