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EKSAX vs HBLRX
EKSAX vs HBLRX Comparison
Open Charts EKSAX vs HBLRX
Allspring Diversified Income Bldr A
Price$6.54
Change-$0.02 (-0.30%)
VolumeN/A
Net Assets361.4M
Hartford Balanced Income R3
Price$15.17
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
EKSAX vs HBLRX Comparison Chart in %
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EKSAX vs. HBLRX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. EKSAX (361M). EKSAX pays higher dividends than HBLRX: EKSAX (5.17) vs HBLRX (2.89). 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 : 13.58 vs. HBLRX (2.92). EKSAX return over 5 years is better than : 35.29 vs. HBLRX (14.64).
| 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 | 12.875 | 8.712 | 148% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 361M | 11.9B | 3% |
| Annual Yield % from dividends | 5.17 | 2.89 | 179% |
| Returns for 1 year | 13.58 | 2.92 | 465% |
| Returns for 3 years | 46.70 | 23.58 | 198% |
| Returns for 5 years | 35.29 | 14.64 | 241% |
| Returns for 10 years | 64.12 | 42.17 | 152% |
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