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EKSAX vs HBLRX
EKSAX vs HBLRX Comparison
Open Charts EKSAX vs HBLRX
EKSAX vs HBLRX Comparison Chart in %
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EKSAX vs. HBLRX commentary
Jul 14, 2026
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 Buy and HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.1B vs. EKSAX (549M). EKSAX pays higher dividends than HBLRX: EKSAX (4.62) vs HBLRX (2.79). EKSAX was incepted earlier than HBLRX: EKSAX (39 years) vs HBLRX (16 years). HBLRX (1.27) is less costly to investors than EKSAX (1.10). HBLRX is a more actively managed with annual turnover of: 90.00 vs. EKSAX (83.00). 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 : 13.73 vs. HBLRX (4.57). EKSAX return over 5 years is better than : 32.81 vs. HBLRX (4.26).
| EKSAX | HBLRX | EKSAX / HBLRX | |
| Total Expense Ratio | 0.84 | 1.27 | 66% |
| Annual Report Gross Expense Ratio | 1.10 | 1.27 | 87% |
| Fund Existence | 39 years | 16 years | - |
| Gain YTD | 6.098 | 4.127 | 148% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 549M | 11.1B | 5% |
| Annual Yield % from dividends | 4.62 | 2.79 | 166% |
| Returns for 1 year | 13.73 | 4.57 | 300% |
| Returns for 3 years | 43.13 | 17.45 | 247% |
| Returns for 5 years | 32.81 | 4.26 | 770% |
| Returns for 10 years | 68.57 | 33.76 | 203% |