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EKSAX vs HBLRX
EKSAX vs HBLRX Comparison
Open Charts EKSAX vs HBLRX
Allspring Diversified Income Bldr A
Price$6.07
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets335.41M
Hartford Balanced Income R3
Price$14.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.64B
EKSAX vs HBLRX Comparison Chart
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EKSAX vs. HBLRX 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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. EKSAX (335M). EKSAX pays higher dividends than HBLRX: EKSAX (5.74) vs HBLRX (2.99). EKSAX was incepted earlier than HBLRX: EKSAX (38 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than EKSAX (1.19). EKSAX is a more actively managed with annual turnover of: 67.00 vs. HBLRX (61.00). HBLRX has a lower initial minimum investment than EKSAX: HBLRX (0) vs EKSAX (1000). EKSAX annual gain was more profitable for investors over the last year : 7.84 vs. HBLRX (1.87). EKSAX return over 5 years is better than : 33.62 vs. HBLRX (16.11).
| EKSAX | HBLRX | EKSAX / HBLRX | |
| Total Expense Ratio | 0.95 | 1.28 | 74% |
| Annual Report Gross Expense Ratio | 1.19 | 1.28 | 93% |
| Fund Existence | 38 years | 15 years | - |
| Gain YTD | 2.193 | 1.410 | 156% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 335M | 11.6B | 3% |
| Annual Yield % from dividends | 5.74 | 2.99 | 192% |
| Returns for 1 year | 7.84 | 1.87 | 419% |
| Returns for 3 years | 24.66 | 7.75 | 318% |
| Returns for 5 years | 33.62 | 16.11 | 209% |
| Returns for 10 years | 42.90 | 28.78 | 149% |
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