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EKSRX vs HBLVX
EKSRX vs HBLVX Comparison
Open Charts EKSRX vs HBLVX
Allspring Diversified Income Bldr R6
Price$5.90
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets339.78M
Hartford Balanced Income R6
Price$14.59
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets12.1B
EKSRX vs HBLVX Comparison Chart
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EKSRX vs. HBLVX 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12.1B vs. EKSRX (340M). EKSRX pays higher dividends than HBLVX: EKSRX (5.11) vs HBLVX (3.62). EKSRX was incepted earlier than HBLVX: EKSRX (6 years) vs HBLVX (10 years). HBLVX is a more actively managed with annual turnover of: 57.00 vs. EKSRX (45.00). EKSRX (0) and HBLVX (0) have matching initial minimum investment requirements. EKSRX annual gain was more profitable for investors over the last year : 13.12 vs. HBLVX (6.37). EKSRX return over 5 years is better than : 21.11 vs. HBLVX (9.99).
| EKSRX | HBLVX | EKSRX / HBLVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 0.855 | 1.390 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 340M | 12.1B | 3% |
| Annual Yield % from dividends | 5.11 | 3.62 | 141% |
| Returns for 1 year | 13.12 | 6.37 | 206% |
| Returns for 3 years | 10.91 | 1.45 | 752% |
| Returns for 5 years | 21.11 | 9.99 | 211% |
| Returns for 10 years | N/A | 37.55 | - |
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