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EKSDX vs HBLVX
EKSDX vs HBLVX Comparison
Open Charts EKSDX vs HBLVX
Allspring Diversified Income Bldr Adm
Price$5.96
Change-$0.04 (-0.67%)
VolumeN/A
Net Assets341.64M
Hartford Balanced Income R6
Price$14.54
Change-$0.16 (-1.09%)
VolumeN/A
Net Assets11.77B
EKSDX vs HBLVX Comparison Chart
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EKSDX vs. HBLVX 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. EKSDX (342M). EKSDX pays higher dividends than HBLVX: EKSDX (5.99) vs HBLVX (3.68). 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 : 8.87 vs. HBLVX (3.16). EKSDX return over 5 years is better than : 35.12 vs. HBLVX (20.18).
| 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 | 4.197 | 3.123 | 134% |
| 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 | 3.68 | 163% |
| Returns for 1 year | 8.87 | 3.16 | 281% |
| Returns for 3 years | 28.57 | 11.72 | 244% |
| Returns for 5 years | 35.12 | 20.18 | 174% |
| Returns for 10 years | 45.54 | 37.86 | 120% |
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