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EKSRX vs HBLTX
EKSRX vs HBLTX Comparison
Open Charts EKSRX vs HBLTX
Allspring Diversified Income Bldr R6
Price$6.14
Change+$0.02 (+0.33%)
VolumeN/A
Net Assets353.45M
Hartford Balanced Income R5
Price$14.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
EKSRX vs HBLTX Comparison Chart in %
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EKSRX vs. HBLTX commentary
Jul 05, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. EKSRX (353M). EKSRX pays higher dividends than HBLTX: EKSRX (6.02) vs HBLTX (3.54). EKSRX was incepted earlier than HBLTX: EKSRX (7 years) vs HBLTX (15 years). EKSRX (0.77) is less costly to investors than HBLTX (0.66). EKSRX is a more actively managed with annual turnover of: 67.00 vs. HBLTX (61.00). EKSRX (0) and HBLTX (0) have matching initial minimum investment requirements. EKSRX annual gain was more profitable for investors over the last year : 11.51 vs. HBLTX (6.97). EKSRX return over 5 years is better than : 37.30 vs. HBLTX (19.41).
| EKSRX | HBLTX | EKSRX / HBLTX | |
| Total Expense Ratio | 0.53 | 0.66 | 80% |
| Annual Report Gross Expense Ratio | 0.77 | 0.66 | 117% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 7.882 | 6.253 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 12B | 3% |
| Annual Yield % from dividends | 6.02 | 3.54 | 170% |
| Returns for 1 year | 11.51 | 6.97 | 165% |
| Returns for 3 years | 19.25 | 17.02 | 113% |
| Returns for 5 years | 37.30 | 19.41 | 192% |
| Returns for 10 years | N/A | 44.20 | - |
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