Interact to see
Advertisement
Advertisement
EKSRX vs HBLAX
EKSRX vs HBLAX Comparison
Open Charts EKSRX vs HBLAX
EKSRX vs HBLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EKSRX vs. HBLAX commentary
Sep 13, 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 Buy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 10.9B vs. EKSRX (556M). EKSRX pays higher dividends than HBLAX: EKSRX (5.31) vs HBLAX (3.13). 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 : 10.17 vs. HBLAX (1.22). EKSRX return over 5 years is better than : 34.12 vs. HBLAX (4.63).
| 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 | 6.308 | 4.076 | 155% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 556M | 10.9B | 5% |
| Annual Yield % from dividends | 5.31 | 3.13 | 170% |
| Returns for 1 year | 10.17 | 1.22 | 834% |
| Returns for 3 years | 45.96 | 19.75 | 233% |
| Returns for 5 years | 34.12 | 4.63 | 738% |
| Returns for 10 years | N/A | 39.00 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement