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EKSAX vs HBLSX
EKSAX vs HBLSX Comparison
Open Charts EKSAX vs HBLSX
Allspring Diversified Income Bldr A
Price$6.04
Change+$0.02 (+0.33%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$14.38
Change+$0.01 (+0.07%)
VolumeN/A
CapitalizationN/A
EKSAX vs HBLSX Comparison Chart
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EKSAX vs. HBLSX commentary
Dec 25, 2024
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 HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. EKSAX (338M). EKSAX pays higher dividends than HBLSX: EKSAX (4.57) vs HBLSX (3.25). EKSAX was incepted earlier than HBLSX: EKSAX (38 years) vs HBLSX (15 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. EKSAX (45.00). HBLSX has a lower initial minimum investment than EKSAX: HBLSX (0) vs EKSAX (1000). EKSAX annual gain was more profitable for investors over the last year : 12.07 vs. HBLSX (3.11). EKSAX return over 5 years is better than : 19.22 vs. HBLSX (7.86).
| EKSAX | HBLSX | EKSAX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 15 years | - |
| Gain YTD | 11.682 | 2.480 | 471% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 338M | 12B | 3% |
| Annual Yield % from dividends | 4.57 | 3.25 | 141% |
| Returns for 1 year | 12.07 | 3.11 | 389% |
| Returns for 3 years | 6.07 | -1.76 | -345% |
| Returns for 5 years | 19.22 | 7.86 | 244% |
| Returns for 10 years | 43.52 | 30.58 | 142% |
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