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EKSAX vs HBLTX
EKSAX vs HBLTX Comparison
Open Charts EKSAX vs HBLTX
Allspring Diversified Income Bldr A
Price$6.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets332.04M
Hartford Balanced Income R5
Price$14.32
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
EKSAX vs HBLTX Comparison Chart
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EKSAX vs. HBLTX commentary
Apr 25, 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 HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.5B vs. EKSAX (332M). EKSAX pays higher dividends than HBLTX: EKSAX (5.56) vs HBLTX (3.56). EKSAX was incepted earlier than HBLTX: EKSAX (38 years) vs HBLTX (15 years). EKSAX (1.19) is less costly to investors than HBLTX (0.66). EKSAX is a more actively managed with annual turnover of: 67.00 vs. HBLTX (61.00). HBLTX has a lower initial minimum investment than EKSAX: HBLTX (0) vs EKSAX (1000). EKSAX annual gain was more profitable for investors over the last year : 8.03 vs. HBLTX (3.42). EKSAX return over 5 years is better than : 33.03 vs. HBLTX (17.65).
| EKSAX | HBLTX | EKSAX / HBLTX | |
| Total Expense Ratio | 0.95 | 0.66 | 144% |
| Annual Report Gross Expense Ratio | 1.19 | 0.66 | 180% |
| Fund Existence | 38 years | 15 years | - |
| Gain YTD | 0.650 | 0.364 | 179% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 332M | 11.5B | 3% |
| Annual Yield % from dividends | 5.56 | 3.56 | 156% |
| Returns for 1 year | 8.03 | 3.42 | 234% |
| Returns for 3 years | 18.36 | 5.24 | 351% |
| Returns for 5 years | 33.03 | 17.65 | 187% |
| Returns for 10 years | 40.16 | 32.11 | 125% |
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