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EKSAX vs HBLVX
EKSAX vs HBLVX Comparison
Open Charts EKSAX vs HBLVX
Allspring Diversified Income Bldr A
Price$6.40
Change+$0.02 (+0.31%)
VolumeN/A
Net Assets363.24M
Hartford Balanced Income R6
Price$15.03
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.84B
EKSAX vs HBLVX Comparison Chart in %
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EKSAX vs. HBLVX 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 HBLVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. EKSAX (363M). EKSAX pays higher dividends than HBLVX: EKSAX (5.30) vs HBLVX (3.61). EKSAX was incepted earlier than HBLVX: EKSAX (38 years) vs HBLVX (11 years). EKSAX (1.19) is less costly to investors than HBLVX (0.56). EKSAX is a more actively managed with annual turnover of: 67.00 vs. HBLVX (61.00). HBLVX has a lower initial minimum investment than EKSAX: HBLVX (0) vs EKSAX (1000). EKSAX annual gain was more profitable for investors over the last year : 13.63 vs. HBLVX (5.22). EKSAX return over 5 years is better than : 32.00 vs. HBLVX (15.35).
| EKSAX | HBLVX | EKSAX / HBLVX | |
| Total Expense Ratio | 0.95 | 0.56 | 170% |
| Annual Report Gross Expense Ratio | 1.19 | 0.56 | 212% |
| Fund Existence | 38 years | 11 years | - |
| Gain YTD | 9.279 | 6.402 | 145% |
| 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 | 3.61 | 147% |
| Returns for 1 year | 13.63 | 5.22 | 261% |
| Returns for 3 years | 31.71 | 13.75 | 231% |
| Returns for 5 years | 32.00 | 15.35 | 208% |
| Returns for 10 years | 54.92 | 45.13 | 122% |
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