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EKSRX vs HBLIX
EKSRX vs HBLIX Comparison
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EKSRX vs HBLIX Comparison Chart in %
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EKSRX vs. HBLIX 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 HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.1B vs. EKSRX (544M). EKSRX pays higher dividends than HBLIX: EKSRX (5.26) vs HBLIX (3.40). 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 : 17.28 vs. HBLIX (6.17). EKSRX return over 5 years is better than : 37.03 vs. HBLIX (7.95).
| 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 | 6.696 | 3.798 | 176% |
| 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 | 5.26 | 3.40 | 155% |
| Returns for 1 year | 17.28 | 6.17 | 280% |
| Returns for 3 years | 49.04 | 21.21 | 231% |
| Returns for 5 years | 37.03 | 7.95 | 466% |
| Returns for 10 years | N/A | 45.74 | - |
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