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EKSAX vs HBLRX
EKSAX vs HBLRX Comparison
Open Charts EKSAX vs HBLRX
Allspring Diversified Income Bldr A
Price$6.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets359.32M
Hartford Balanced Income R3
Price$15.04
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
EKSAX vs HBLRX Comparison Chart in %
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EKSAX vs. HBLRX commentary
Nov 20, 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 HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. EKSAX (359M). EKSAX pays higher dividends than HBLRX: EKSAX (4.90) vs HBLRX (2.90). EKSAX was incepted earlier than HBLRX: EKSAX (39 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 : 12.62 vs. HBLRX (2.65). EKSAX return over 5 years is better than : 31.28 vs. HBLRX (10.57).
| EKSAX | HBLRX | EKSAX / HBLRX | |
| Total Expense Ratio | 0.95 | 1.28 | 74% |
| Annual Report Gross Expense Ratio | 1.19 | 1.28 | 93% |
| Fund Existence | 39 years | 15 years | - |
| Gain YTD | 12.127 | 8.067 | 150% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 359M | 11.6B | 3% |
| Annual Yield % from dividends | 4.90 | 2.90 | 169% |
| Returns for 1 year | 12.62 | 2.65 | 477% |
| Returns for 3 years | 41.21 | 15.22 | 271% |
| Returns for 5 years | 31.28 | 10.57 | 296% |
| Returns for 10 years | 63.75 | 38.91 | 164% |
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