EKSRX
Price
$5.90
Change
+$0.01 (+0.17%)
Updated
Jan 17 closing price
Net Assets
339.78M
HBLTX
Price
$14.48
Change
+$0.04 (+0.28%)
Updated
Jan 17 closing price
Net Assets
12.1B
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EKSRX vs HBLTX

Header iconEKSRX vs HBLTX Comparison
Open Charts EKSRX vs HBLTXBanner chart's image
Allspring Diversified Income Bldr R6
Price$5.90
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets339.78M
Hartford Balanced Income R5
Price$14.48
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
EKSRX vs HBLTX Comparison Chart
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EKSRX vs. HBLTX commentary
Jan 19, 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 Hold and HBLTX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.1B vs. EKSRX (340M). 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 : 13.12 vs. HBLTX (6.24). EKSRX return over 5 years is better than : 21.11 vs. HBLTX (9.40).
EKSRXHBLTXEKSRX / HBLTX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence6 years15 years-
Gain YTD0.8551.40161%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets340M12.1B3%
Annual Yield % from dividends5.113.54144%
Returns for 1 year13.126.24210%
Returns for 3 years10.911.15953%
Returns for 5 years21.119.40225%
Returns for 10 yearsN/A36.24-
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