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EKSRX vs HBLTX
EKSRX vs HBLTX Comparison
Open Charts EKSRX vs HBLTX
Allspring Diversified Income Bldr R6
Price$6.00
Change-$0.02 (-0.33%)
VolumeN/A
Net Assets345.63M
Hartford Balanced Income R5
Price$14.70
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets12.12B
EKSRX vs HBLTX Comparison Chart
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EKSRX vs. HBLTX commentary
Feb 23, 2025
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 HBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.1B vs. EKSRX (346M). EKSRX pays higher dividends than HBLTX: EKSRX (5.11) vs HBLTX (3.54). EKSRX was incepted earlier than HBLTX: EKSRX (7 years) vs HBLTX (15 years). HBLTX is a more actively managed with annual turnover of: 57.00 vs. EKSRX (45.00). EKSRX (0) and HBLTX (0) have matching initial minimum investment requirements. EKSRX annual gain was more profitable for investors over the last year : 11.87 vs. HBLTX (6.72). EKSRX return over 5 years is better than : 23.73 vs. HBLTX (9.98).
| EKSRX | HBLTX | EKSRX / HBLTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 2.811 | 2.941 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 346M | 12.1B | 3% |
| Annual Yield % from dividends | 5.11 | 3.54 | 144% |
| Returns for 1 year | 11.87 | 6.72 | 177% |
| Returns for 3 years | 17.13 | 5.34 | 321% |
| Returns for 5 years | 23.73 | 9.98 | 238% |
| Returns for 10 years | N/A | 36.30 | - |
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