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EKSDX vs HBLTX
EKSDX vs HBLTX Comparison
Open Charts EKSDX vs HBLTX
Allspring Diversified Income Bldr Adm
Price$5.96
Change-$0.04 (-0.67%)
VolumeN/A
Net Assets341.64M
Hartford Balanced Income R5
Price$14.43
Change-$0.16 (-1.10%)
VolumeN/A
Net Assets11.77B
EKSDX vs HBLTX Comparison Chart
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EKSDX vs. HBLTX commentary
May 22, 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 StrongBuy and HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. EKSDX (342M). EKSDX pays higher dividends than HBLTX: EKSDX (5.99) vs HBLTX (3.60). 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 : 8.87 vs. HBLTX (3.08). EKSDX return over 5 years is better than : 35.12 vs. HBLTX (19.51).
| 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 | 4.197 | 3.120 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 11.8B | 3% |
| Annual Yield % from dividends | 5.99 | 3.60 | 166% |
| Returns for 1 year | 8.87 | 3.08 | 288% |
| Returns for 3 years | 28.57 | 11.39 | 251% |
| Returns for 5 years | 35.12 | 19.51 | 180% |
| Returns for 10 years | 45.54 | 36.53 | 125% |
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