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EKSAX vs HBLIX
EKSAX vs HBLIX Comparison
Open Charts EKSAX vs HBLIX
Allspring Diversified Income Bldr A
Price$6.07
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets335.41M
Hartford Balanced Income I
Price$14.28
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.64B
EKSAX vs HBLIX Comparison Chart
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EKSAX vs. HBLIX commentary
May 11, 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 StrongBuy and HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.6B vs. EKSAX (335M). EKSAX pays higher dividends than HBLIX: EKSAX (5.74) vs HBLIX (3.65). EKSAX was incepted earlier than HBLIX: EKSAX (38 years) vs HBLIX (15 years). EKSAX (1.19) is less costly to investors than HBLIX (0.65). EKSAX is a more actively managed with annual turnover of: 67.00 vs. HBLIX (61.00). EKSAX has a lower initial minimum investment than HBLIX: EKSAX (1000) vs HBLIX (2000). EKSAX annual gain was more profitable for investors over the last year : 7.84 vs. HBLIX (2.54). EKSAX return over 5 years is better than : 33.62 vs. HBLIX (19.42).
| EKSAX | HBLIX | EKSAX / HBLIX | |
| Total Expense Ratio | 0.95 | 0.65 | 146% |
| Annual Report Gross Expense Ratio | 1.19 | 0.65 | 183% |
| Fund Existence | 38 years | 15 years | - |
| Gain YTD | 2.193 | 1.653 | 133% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 335M | 11.6B | 3% |
| Annual Yield % from dividends | 5.74 | 3.65 | 157% |
| Returns for 1 year | 7.84 | 2.54 | 308% |
| Returns for 3 years | 24.66 | 9.70 | 254% |
| Returns for 5 years | 33.62 | 19.42 | 173% |
| Returns for 10 years | 42.90 | 35.31 | 122% |
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