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EKSRX vs HBLTX
EKSRX vs HBLTX Comparison
Open Charts EKSRX vs HBLTX
Allspring Diversified Income Bldr R6
Price$5.88
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets335.39M
Hartford Balanced Income R5
Price$14.38
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
EKSRX vs HBLTX Comparison Chart
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EKSRX vs. HBLTX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. EKSRX (335M). EKSRX pays higher dividends than HBLTX: EKSRX (6.35) vs HBLTX (3.60). 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 : 8.00 vs. HBLTX (3.07). EKSRX return over 5 years is better than : 36.07 vs. HBLTX (19.40).
| 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 | 2.056 | 1.706 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 11.7B | 3% |
| Annual Yield % from dividends | 6.35 | 3.60 | 176% |
| Returns for 1 year | 8.00 | 3.07 | 261% |
| Returns for 3 years | 26.19 | 9.87 | 265% |
| Returns for 5 years | 36.07 | 19.40 | 186% |
| Returns for 10 years | N/A | 35.05 | - |
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