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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
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 10.9B vs. EKSAX (552M). EKSAX pays higher dividends than HBLRX: EKSAX (4.74) vs HBLRX (2.74). 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 : 9.87 vs. HBLRX (0.88). EKSAX return over 5 years is better than : 31.67 vs. HBLRX (2.74).
| 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 | 6.127 | 3.850 | 159% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 552M | 10.9B | 5% |
| Annual Yield % from dividends | 4.74 | 2.74 | 173% |
| Returns for 1 year | 9.87 | 0.88 | 1,120% |
| Returns for 3 years | 44.36 | 18.49 | 240% |
| Returns for 5 years | 31.67 | 2.74 | 1,156% |
| Returns for 10 years | 67.71 | 34.74 | 195% |
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