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EKSRX vs HBLFX
EKSRX vs HBLFX Comparison
Open Charts EKSRX vs HBLFX
Allspring Diversified Income Bldr R6
Price$5.88
Change-$0.08 (-1.34%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income F
Price$14.28
Change-$0.21 (-1.45%)
VolumeN/A
CapitalizationN/A
EKSRX vs HBLFX Comparison Chart
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EKSRX vs. HBLFX commentary
Dec 19, 2024
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 StrongBuy and HBLFX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.8B vs. EKSRX (345M). EKSRX pays higher dividends than HBLFX: EKSRX (5.11) vs HBLFX (3.67). EKSRX was incepted earlier than HBLFX: EKSRX (6 years) vs HBLFX (8 years). HBLFX is a more actively managed with annual turnover of: 57.00 vs. EKSRX (45.00). EKSRX has a lower initial minimum investment than HBLFX: EKSRX (0) vs HBLFX (1000000). EKSRX annual gain was more profitable for investors over the last year : 14.34 vs. HBLFX (9.12). EKSRX return over 5 years is better than : 23.12 vs. HBLFX (15.56).
| EKSRX | HBLFX | EKSRX / HBLFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 8 years | - |
| Gain YTD | 13.225 | 7.973 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 11.8B | 3% |
| Annual Yield % from dividends | 5.11 | 3.67 | 140% |
| Returns for 1 year | 14.34 | 9.12 | 157% |
| Returns for 3 years | 9.52 | 4.79 | 199% |
| Returns for 5 years | 23.12 | 15.56 | 149% |
| Returns for 10 years | N/A | N/A | - |
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