Ad is loading...
EKSRX vs HBLTX
EKSRX vs HBLTX Comparison
Open Charts EKSRX vs HBLTX
Allspring Diversified Income Bldr R6
Price$5.88
Change-$0.08 (-1.34%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$14.37
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
EKSRX vs HBLTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EKSRX vs. HBLTX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. EKSRX (345M). EKSRX pays higher dividends than HBLTX: EKSRX (5.11) vs HBLTX (3.54). EKSRX was incepted earlier than HBLTX: EKSRX (6 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 : 14.34 vs. HBLTX (9.10). EKSRX return over 5 years is better than : 23.12 vs. HBLTX (15.08).
| EKSRX | HBLTX | EKSRX / HBLTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 13.225 | 7.912 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 11.8B | 3% |
| Annual Yield % from dividends | 5.11 | 3.54 | 144% |
| Returns for 1 year | 14.34 | 9.10 | 158% |
| Returns for 3 years | 9.52 | 4.50 | 212% |
| Returns for 5 years | 23.12 | 15.08 | 153% |
| Returns for 10 years | N/A | 40.97 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers