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EKSRX vs HBLCX
EKSRX vs HBLCX Comparison
Open Charts EKSRX vs HBLCX
EKSRX vs HBLCX Comparison Chart in %
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EKSRX vs. HBLCX commentary
Aug 03, 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 HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.1B vs. EKSRX (544M). EKSRX pays higher dividends than HBLCX: EKSRX (5.38) vs HBLCX (2.45). EKSRX was incepted earlier than HBLCX: EKSRX (8 years) vs HBLCX (20 years). HBLCX (1.65) is less costly to investors than EKSRX (0.69). HBLCX is a more actively managed with annual turnover of: 90.00 vs. EKSRX (83.00). EKSRX has a lower initial minimum investment than HBLCX: EKSRX (0) vs HBLCX (2000). EKSRX annual gain was more profitable for investors over the last year : 12.16 vs. HBLCX (4.48). EKSRX return over 5 years is better than : 33.81 vs. HBLCX (1.52).
| EKSRX | HBLCX | EKSRX / HBLCX | |
| Total Expense Ratio | 0.43 | 1.65 | 26% |
| Annual Report Gross Expense Ratio | 0.69 | 1.65 | 42% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 5.198 | 4.235 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 544M | 11.1B | 5% |
| Annual Yield % from dividends | 5.38 | 2.45 | 219% |
| Returns for 1 year | 12.16 | 4.48 | 271% |
| Returns for 3 years | 42.68 | 15.24 | 280% |
| Returns for 5 years | 33.81 | 1.52 | 2,225% |
| Returns for 10 years | N/A | 29.64 | - |
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