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EKSAX vs HBLVX
EKSAX vs HBLVX Comparison
Open Charts EKSAX vs HBLVX
Allspring Diversified Income Bldr A
Price$6.07
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets335.41M
Hartford Balanced Income R6
Price$14.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.64B
EKSAX vs HBLVX Comparison Chart
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EKSAX vs. HBLVX commentary
May 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 StrongBuy and HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.6B vs. EKSAX (335M). EKSAX pays higher dividends than HBLVX: EKSAX (5.74) vs HBLVX (3.68). 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 : 7.84 vs. HBLVX (2.66). EKSAX return over 5 years is better than : 33.62 vs. HBLVX (19.99).
| 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 | 2.193 | 1.650 | 133% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 335M | 11.6B | 3% |
| Annual Yield % from dividends | 5.74 | 3.68 | 156% |
| Returns for 1 year | 7.84 | 2.66 | 295% |
| Returns for 3 years | 24.66 | 10.05 | 245% |
| Returns for 5 years | 33.62 | 19.99 | 168% |
| Returns for 10 years | 42.90 | 36.58 | 117% |
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