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EKSRX vs HBLTX
EKSRX vs HBLTX Comparison
Open Charts EKSRX vs HBLTX
Allspring Diversified Income Bldr R6
Price$5.68
Change-$0.03 (-0.53%)
VolumeN/A
Net Assets327.26M
Hartford Balanced Income R5
Price$13.94
Change-$0.19 (-1.34%)
VolumeN/A
Net Assets11.55B
EKSRX vs HBLTX Comparison Chart
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EKSRX vs. HBLTX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.6B vs. EKSRX (327M). EKSRX pays higher dividends than HBLTX: EKSRX (6.16) 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 : 5.60 vs. HBLTX (2.41). EKSRX return over 5 years is better than : 35.33 vs. HBLTX (17.75).
| 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 | -1.299 | -0.131 | 990% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 327M | 11.6B | 3% |
| Annual Yield % from dividends | 6.16 | 3.56 | 173% |
| Returns for 1 year | 5.60 | 2.41 | 232% |
| Returns for 3 years | 15.42 | 3.21 | 481% |
| Returns for 5 years | 35.33 | 17.75 | 199% |
| Returns for 10 years | N/A | 32.22 | - |
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