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EKSRX vs HBLVX
EKSRX vs HBLVX Comparison
Open Charts EKSRX vs HBLVX
Allspring Diversified Income Bldr R6
Price$5.88
Change-$0.08 (-1.34%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R6
Price$14.48
Change-$0.21 (-1.43%)
VolumeN/A
CapitalizationN/A
EKSRX vs HBLVX Comparison Chart
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EKSRX vs. HBLVX 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 HBLVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. EKSRX (345M). 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 : 14.34 vs. HBLVX (9.21). EKSRX return over 5 years is better than : 23.12 vs. HBLVX (15.64).
| 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 | 13.225 | 8.005 | 165% |
| 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 | 3.62 | 141% |
| Returns for 1 year | 14.34 | 9.21 | 156% |
| Returns for 3 years | 9.52 | 4.86 | 196% |
| Returns for 5 years | 23.12 | 15.64 | 148% |
| Returns for 10 years | N/A | 42.27 | - |
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