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EKSDX vs HBLVX
EKSDX vs HBLVX Comparison
Open Charts EKSDX vs HBLVX
Allspring Diversified Income Bldr Adm
Price$6.16
Change+$0.05 (+0.82%)
VolumeN/A
Net Assets356.25M
Hartford Balanced Income R6
Price$15.00
Change+$0.09 (+0.60%)
VolumeN/A
Net Assets11.77B
EKSDX vs HBLVX Comparison Chart in %
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EKSDX vs. HBLVX 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 HBLVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. EKSDX (356M). EKSDX pays higher dividends than HBLVX: EKSDX (5.54) vs HBLVX (3.61). EKSDX was incepted earlier than HBLVX: EKSDX (15 years) vs HBLVX (11 years). EKSDX (1.12) is less costly to investors than HBLVX (0.56). EKSDX is a more actively managed with annual turnover of: 67.00 vs. HBLVX (61.00). HBLVX has a lower initial minimum investment than EKSDX: HBLVX (0) vs EKSDX (1000000). EKSDX annual gain was more profitable for investors over the last year : 11.94 vs. HBLVX (3.40). EKSDX return over 5 years is better than : 30.50 vs. HBLVX (15.11).
| EKSDX | HBLVX | EKSDX / HBLVX | |
| Total Expense Ratio | 0.88 | 0.56 | 157% |
| Annual Report Gross Expense Ratio | 1.12 | 0.56 | 200% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 7.682 | 5.553 | 138% |
| 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 | 3.61 | 153% |
| Returns for 1 year | 11.94 | 3.40 | 351% |
| Returns for 3 years | 29.55 | 12.99 | 227% |
| Returns for 5 years | 30.50 | 15.11 | 202% |
| Returns for 10 years | 53.23 | 44.18 | 120% |
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