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EKSAX vs HBLRX
EKSAX vs HBLRX Comparison
Open Charts EKSAX vs HBLRX
Allspring Diversified Income Bldr A
Price$6.51
Change+$0.02 (+0.31%)
VolumeN/A
Net Assets357.68M
Hartford Balanced Income R3
Price$15.21
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.98B
EKSAX vs HBLRX Comparison Chart in %
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EKSAX vs. HBLRX commentary
Sep 16, 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: 12B vs. EKSAX (358M). EKSAX pays higher dividends than HBLRX: EKSAX (5.21) vs HBLRX (2.88). 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 : 12.32 vs. HBLRX (2.83). EKSAX return over 5 years is better than : 33.91 vs. HBLRX (14.42).
| 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 | 11.228 | 8.435 | 133% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 358M | 12B | 3% |
| Annual Yield % from dividends | 5.21 | 2.88 | 181% |
| Returns for 1 year | 12.32 | 2.83 | 435% |
| Returns for 3 years | 39.89 | 18.15 | 220% |
| Returns for 5 years | 33.91 | 14.42 | 235% |
| Returns for 10 years | 60.79 | 43.97 | 138% |
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