Interact to see
Advertisement
Advertisement
EKSAX vs HBLTX
EKSAX vs HBLTX Comparison
Open Charts EKSAX vs HBLTX
Allspring Diversified Income Bldr A
Price$6.32
Change+$0.02 (+0.32%)
VolumeN/A
Net Assets350.44M
Hartford Balanced Income R5
Price$14.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.96B
EKSAX vs HBLTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EKSAX vs. HBLTX commentary
Jul 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 Buy and HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. EKSAX (350M). EKSAX pays higher dividends than HBLTX: EKSAX (5.44) vs HBLTX (3.54). 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 : 10.71 vs. HBLTX (6.97). EKSAX return over 5 years is better than : 33.87 vs. HBLTX (19.41).
| 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 | 7.084 | 6.253 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 350M | 12B | 3% |
| Annual Yield % from dividends | 5.44 | 3.54 | 154% |
| Returns for 1 year | 10.71 | 6.97 | 154% |
| Returns for 3 years | 35.65 | 17.02 | 209% |
| Returns for 5 years | 33.87 | 19.41 | 174% |
| Returns for 10 years | 50.21 | 44.20 | 114% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XPND | 33.95 | 0.49 | +1.46% |
| First Trust Expanded Technology ETF | |||
| BCHP | 37.01 | 0.49 | +1.35% |
| Principal Focused Blue Chip ETF | |||
| SLYG | 90.88 | 0.53 | +0.59% |
| SPDR® S&P 600 Small Cap Growth ETF | |||
| OSEA | 29.34 | 0.02 | +0.06% |
| Harbor International Compounders ETF | |||
| CPNJ | 26.17 | 0.01 | +0.03% |
| Calamos Nasdaq-100 Str Alt Prt ETF-Jun | |||