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EKSRX vs HBLTX
EKSRX vs HBLTX Comparison
Open Charts EKSRX vs HBLTX
Allspring Diversified Income Bldr R6
Price$6.02
Change-$0.02 (-0.33%)
VolumeN/A
Net Assets344.12M
Hartford Balanced Income R5
Price$14.72
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.86B
EKSRX vs HBLTX Comparison Chart
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EKSRX vs. HBLTX commentary
Jun 14, 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 StrongBuy and HBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. EKSRX (344M). EKSRX pays higher dividends than HBLTX: EKSRX (6.29) vs HBLTX (3.56). 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 : 10.01 vs. HBLTX (5.28). EKSRX return over 5 years is better than : 35.77 vs. HBLTX (18.05).
| 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 | 5.700 | 4.604 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 344M | 11.9B | 3% |
| Annual Yield % from dividends | 6.29 | 3.56 | 177% |
| Returns for 1 year | 10.01 | 5.28 | 190% |
| Returns for 3 years | 35.21 | 17.26 | 204% |
| Returns for 5 years | 35.77 | 18.05 | 198% |
| Returns for 10 years | N/A | 40.33 | - |
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