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EKSAX vs HBLTX
EKSAX vs HBLTX Comparison
Open Charts EKSAX vs HBLTX
Allspring Diversified Income Bldr A
Price$6.40
Change+$0.02 (+0.31%)
VolumeN/A
Net Assets363.24M
Hartford Balanced Income R5
Price$14.91
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.84B
EKSAX vs HBLTX Comparison Chart in %
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EKSAX vs. HBLTX commentary
Aug 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 Buy and HBLTX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. EKSAX (363M). EKSAX pays higher dividends than HBLTX: EKSAX (5.30) 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 : 13.63 vs. HBLTX (5.08). EKSAX return over 5 years is better than : 32.00 vs. HBLTX (14.67).
| 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 | 9.279 | 6.325 | 147% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 363M | 11.8B | 3% |
| Annual Yield % from dividends | 5.30 | 3.54 | 150% |
| Returns for 1 year | 13.63 | 5.08 | 268% |
| Returns for 3 years | 31.71 | 13.35 | 238% |
| Returns for 5 years | 32.00 | 14.67 | 218% |
| Returns for 10 years | 54.92 | 43.66 | 126% |
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