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EKSAX vs HBLYX
EKSAX vs HBLYX Comparison
Open Charts EKSAX vs HBLYX
Allspring Diversified Income Bldr A
Price$6.11
Change-$0.04 (-0.65%)
VolumeN/A
Net Assets342.48M
Hartford Balanced Income Y
Price$14.82
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets12.06B
EKSAX vs HBLYX Comparison Chart
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EKSAX vs. HBLYX commentary
Mar 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. EKSAX (342M). EKSAX pays higher dividends than HBLYX: EKSAX (5.36) vs HBLYX (3.48). EKSAX was incepted earlier than HBLYX: EKSAX (38 years) vs HBLYX (19 years). EKSAX (1.19) is less costly to investors than HBLYX (0.67). EKSAX is a more actively managed with annual turnover of: 67.00 vs. HBLYX (61.00). EKSAX has a lower initial minimum investment than HBLYX: EKSAX (1000) vs HBLYX (250000). EKSAX annual gain was more profitable for investors over the last year : 9.55 vs. HBLYX (5.41). EKSAX return over 5 years is better than : 25.98 vs. HBLYX (14.15).
| EKSAX | HBLYX | EKSAX / HBLYX | |
| Total Expense Ratio | 0.95 | 0.67 | 142% |
| Annual Report Gross Expense Ratio | 1.19 | 0.67 | 178% |
| Fund Existence | 38 years | 19 years | - |
| Gain YTD | 2.512 | 2.988 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 342M | 12.1B | 3% |
| Annual Yield % from dividends | 5.36 | 3.48 | 154% |
| Returns for 1 year | 9.55 | 5.41 | 176% |
| Returns for 3 years | 18.50 | 7.54 | 245% |
| Returns for 5 years | 25.98 | 14.15 | 184% |
| Returns for 10 years | 45.66 | 39.87 | 115% |
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