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EKSRX vs HBLRX
EKSRX vs HBLRX Comparison
Open Charts EKSRX vs HBLRX
EKSRX vs HBLRX Comparison Chart in %
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EKSRX vs. HBLRX 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 HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 10.9B vs. EKSRX (556M). EKSRX pays higher dividends than HBLRX: EKSRX (5.31) vs HBLRX (2.74). EKSRX was incepted earlier than HBLRX: EKSRX (8 years) vs HBLRX (16 years). HBLRX (1.27) is less costly to investors than EKSRX (0.69). HBLRX is a more actively managed with annual turnover of: 90.00 vs. EKSRX (83.00). EKSRX (0) and HBLRX (0) have matching initial minimum investment requirements. EKSRX annual gain was more profitable for investors over the last year : 10.17 vs. HBLRX (0.88). EKSRX return over 5 years is better than : 34.12 vs. HBLRX (2.74).
| EKSRX | HBLRX | EKSRX / HBLRX | |
| Total Expense Ratio | 0.43 | 1.27 | 34% |
| Annual Report Gross Expense Ratio | 0.69 | 1.27 | 54% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 6.308 | 3.850 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 556M | 10.9B | 5% |
| Annual Yield % from dividends | 5.31 | 2.74 | 194% |
| Returns for 1 year | 10.17 | 0.88 | 1,154% |
| Returns for 3 years | 45.96 | 18.49 | 249% |
| Returns for 5 years | 34.12 | 2.74 | 1,245% |
| Returns for 10 years | N/A | 34.74 | - |
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