Interact to see
Advertisement
Advertisement
EKSRX vs HBLIX
EKSRX vs HBLIX Comparison
Open Charts EKSRX vs HBLIX
EKSRX vs HBLIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EKSRX vs. HBLIX 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 HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.1B vs. EKSRX (544M). EKSRX pays higher dividends than HBLIX: EKSRX (5.38) vs HBLIX (3.37). EKSRX was incepted earlier than HBLIX: EKSRX (8 years) vs HBLIX (16 years). EKSRX (0.69) and HBLIX (0.66) have similar cost to investors . HBLIX is a more actively managed with annual turnover of: 90.00 vs. EKSRX (83.00). EKSRX has a lower initial minimum investment than HBLIX: EKSRX (0) vs HBLIX (2000). EKSRX annual gain was more profitable for investors over the last year : 12.16 vs. HBLIX (5.67). EKSRX return over 5 years is better than : 33.81 vs. HBLIX (7.03).
| EKSRX | HBLIX | EKSRX / HBLIX | |
| Total Expense Ratio | 0.43 | 0.66 | 65% |
| Annual Report Gross Expense Ratio | 0.69 | 0.66 | 105% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 5.198 | 4.821 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 544M | 11.1B | 5% |
| Annual Yield % from dividends | 5.38 | 3.37 | 160% |
| Returns for 1 year | 12.16 | 5.67 | 214% |
| Returns for 3 years | 42.68 | 18.91 | 226% |
| Returns for 5 years | 33.81 | 7.03 | 481% |
| Returns for 10 years | N/A | 42.48 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers