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EKSRX vs HBLAX
EKSRX vs HBLAX Comparison
Open Charts EKSRX vs HBLAX
EKSRX vs HBLAX Comparison Chart in %
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EKSRX vs. HBLAX commentary
Jun 24, 2026
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 EKSRX is a Hold and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.1B vs. EKSRX (544M). EKSRX pays higher dividends than HBLAX: EKSRX (5.26) vs HBLAX (3.19). EKSRX was incepted earlier than HBLAX: EKSRX (8 years) vs HBLAX (20 years). HBLAX (0.89) is less costly to investors than EKSRX (0.69). HBLAX is a more actively managed with annual turnover of: 90.00 vs. EKSRX (83.00). EKSRX has a lower initial minimum investment than HBLAX: EKSRX (0) vs HBLAX (2000). EKSRX annual gain was more profitable for investors over the last year : 17.28 vs. HBLAX (5.93). EKSRX return over 5 years is better than : 37.03 vs. HBLAX (6.67).
| EKSRX | HBLAX | EKSRX / HBLAX | |
| Total Expense Ratio | 0.43 | 0.89 | 48% |
| Annual Report Gross Expense Ratio | 0.69 | 0.89 | 78% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 6.696 | 3.670 | 182% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 544M | 11.1B | 5% |
| Annual Yield % from dividends | 5.26 | 3.19 | 165% |
| Returns for 1 year | 17.28 | 5.93 | 291% |
| Returns for 3 years | 49.04 | 20.36 | 241% |
| Returns for 5 years | 37.03 | 6.67 | 556% |
| Returns for 10 years | N/A | 42.52 | - |
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