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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
Jun 04, 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: 11.2B vs. EKSAX (546M). EKSAX pays higher dividends than HBLRX: EKSAX (4.69) vs HBLRX (2.80). EKSAX was incepted earlier than HBLRX: EKSAX (39 years) vs HBLRX (16 years). HBLRX (1.27) is less costly to investors than EKSAX (1.11). 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 : 18.01 vs. HBLRX (6.28). EKSAX return over 5 years is better than : 34.84 vs. HBLRX (3.69).
| EKSAX | HBLRX | EKSAX / HBLRX | |
| Total Expense Ratio | 0.85 | 1.27 | 67% |
| Annual Report Gross Expense Ratio | 1.11 | 1.27 | 87% |
| Fund Existence | 39 years | 16 years | - |
| Gain YTD | 6.918 | 3.199 | 216% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 546M | 11.2B | 5% |
| Annual Yield % from dividends | 4.69 | 2.80 | 168% |
| Returns for 1 year | 18.01 | 6.28 | 287% |
| Returns for 3 years | 48.28 | 19.12 | 253% |
| Returns for 5 years | 34.84 | 3.69 | 945% |
| Returns for 10 years | 75.88 | 36.81 | 206% |
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