Ad is loading...
EKSAX vs HBLSX
EKSAX vs HBLSX Comparison
Open Charts EKSAX vs HBLSX
Allspring Diversified Income Bldr A
Price$6.07
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets335.41M
Hartford Balanced Income R4
Price$14.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.64B
EKSAX vs HBLSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EKSAX vs. HBLSX commentary
May 11, 2025
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 Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. EKSAX (335M). EKSAX pays higher dividends than HBLSX: EKSAX (5.74) vs HBLSX (3.30). EKSAX was incepted earlier than HBLSX: EKSAX (38 years) vs HBLSX (15 years). EKSAX (1.19) is less costly to investors than HBLSX (0.96). EKSAX is a more actively managed with annual turnover of: 67.00 vs. HBLSX (61.00). 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 : 7.84 vs. HBLSX (2.19). EKSAX return over 5 years is better than : 33.62 vs. HBLSX (17.70).
| EKSAX | HBLSX | EKSAX / HBLSX | |
| Total Expense Ratio | 0.95 | 0.96 | 99% |
| Annual Report Gross Expense Ratio | 1.19 | 0.96 | 124% |
| Fund Existence | 38 years | 15 years | - |
| Gain YTD | 2.193 | 1.554 | 141% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 335M | 11.6B | 3% |
| Annual Yield % from dividends | 5.74 | 3.30 | 174% |
| Returns for 1 year | 7.84 | 2.19 | 358% |
| Returns for 3 years | 24.66 | 8.71 | 283% |
| Returns for 5 years | 33.62 | 17.70 | 190% |
| Returns for 10 years | 42.90 | 32.02 | 134% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers