Interact to see
Advertisement
Advertisement
EKSDX vs HBLTX
EKSDX vs HBLTX Comparison
Open Charts EKSDX vs HBLTX
Allspring Diversified Income Bldr Adm
Price$6.16
Change+$0.05 (+0.82%)
VolumeN/A
Net Assets356.25M
Hartford Balanced Income R5
Price$14.88
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets11.77B
EKSDX vs HBLTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EKSDX vs. HBLTX commentary
Aug 05, 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 EKSDX is a Buy and HBLTX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. EKSDX (356M). EKSDX pays higher dividends than HBLTX: EKSDX (5.54) vs HBLTX (3.54). EKSDX was incepted earlier than HBLTX: EKSDX (15 years) vs HBLTX (15 years). EKSDX (1.12) is less costly to investors than HBLTX (0.66). EKSDX is a more actively managed with annual turnover of: 67.00 vs. HBLTX (61.00). HBLTX has a lower initial minimum investment than EKSDX: HBLTX (0) vs EKSDX (1000000). EKSDX annual gain was more profitable for investors over the last year : 11.94 vs. HBLTX (3.32). EKSDX return over 5 years is better than : 30.50 vs. HBLTX (14.50).
| EKSDX | HBLTX | EKSDX / HBLTX | |
| Total Expense Ratio | 0.88 | 0.66 | 133% |
| Annual Report Gross Expense Ratio | 1.12 | 0.66 | 170% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 7.682 | 5.540 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 11.8B | 3% |
| Annual Yield % from dividends | 5.54 | 3.54 | 156% |
| Returns for 1 year | 11.94 | 3.32 | 360% |
| Returns for 3 years | 29.55 | 12.59 | 235% |
| Returns for 5 years | 30.50 | 14.50 | 210% |
| Returns for 10 years | 53.23 | 42.81 | 124% |
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 % |
| BWEB | 70.97 | 2.27 | +3.31% |
| Bitwise Web3 ETF | |||
| KAUG | 24.74 | 0.27 | +1.10% |
| Innovator U.S. Small Cp Pwr Buf ETF -Aug | |||
| MNA | 35.51 | 0.11 | +0.32% |
| NYLI Merger Arbitrage ETF | |||
| DFGX | 53.69 | 0.14 | +0.26% |
| Dimensional Global ex US Cor Fxd Inc ETF | |||
| FGB | 4.15 | N/A | N/A |
| First Trust Specialty Finance and Financial Opportunities Fund | |||