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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
Jun 04, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.2B vs. EKSAX (546M). EKSAX pays higher dividends than HBLAX: EKSAX (4.69) vs HBLAX (3.19). EKSAX was incepted earlier than HBLAX: EKSAX (39 years) vs HBLAX (20 years). EKSAX (1.11) 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 : 18.01 vs. HBLAX (6.67). EKSAX return over 5 years is better than : 34.84 vs. HBLAX (5.54).
| EKSAX | HBLAX | EKSAX / HBLAX | |
| Total Expense Ratio | 0.85 | 0.89 | 96% |
| Annual Report Gross Expense Ratio | 1.11 | 0.89 | 125% |
| Fund Existence | 39 years | 20 years | - |
| Gain YTD | 6.918 | 3.324 | 208% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 546M | 11.2B | 5% |
| Annual Yield % from dividends | 4.69 | 3.19 | 147% |
| Returns for 1 year | 18.01 | 6.67 | 270% |
| Returns for 3 years | 48.28 | 20.39 | 237% |
| Returns for 5 years | 34.84 | 5.54 | 629% |
| Returns for 10 years | 75.88 | 41.10 | 185% |
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