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EKSAX vs HBLSX
EKSAX vs HBLSX Comparison
Open Charts EKSAX vs HBLSX
Allspring Diversified Income Bldr A
Price$6.00
Change-$0.08 (-1.32%)
VolumeN/A
Net Assets337.6M
Hartford Balanced Income R4
Price$14.38
Change-$0.22 (-1.51%)
VolumeN/A
Net Assets11.99B
EKSAX vs HBLSX Comparison Chart
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EKSAX vs. HBLSX commentary
Apr 04, 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 Hold and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. EKSAX (338M). EKSAX pays higher dividends than HBLSX: EKSAX (5.56) vs HBLSX (3.26). 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 : 8.20 vs. HBLSX (4.55). EKSAX return over 5 years is better than : 44.39 vs. HBLSX (28.44).
| 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 | 1.822 | 3.251 | 56% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 338M | 12B | 3% |
| Annual Yield % from dividends | 5.56 | 3.26 | 170% |
| Returns for 1 year | 8.20 | 4.55 | 180% |
| Returns for 3 years | 14.54 | 4.10 | 355% |
| Returns for 5 years | 44.39 | 28.44 | 156% |
| Returns for 10 years | 42.48 | 34.03 | 125% |
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