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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
Aug 23, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.1B vs. EKSAX (560M). EKSAX pays higher dividends than HBLRX: EKSAX (4.79) vs HBLRX (2.76). 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 : 13.87 vs. HBLRX (4.55). EKSAX return over 5 years is better than : 35.10 vs. HBLRX (4.28).
| 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 | 7.891 | 5.721 | 138% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 560M | 11.1B | 5% |
| Annual Yield % from dividends | 4.79 | 2.76 | 173% |
| Returns for 1 year | 13.87 | 4.55 | 305% |
| Returns for 3 years | 48.42 | 21.77 | 222% |
| Returns for 5 years | 35.10 | 4.28 | 820% |
| Returns for 10 years | 68.47 | 34.84 | 197% |
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