Interact to see
Advertisement
Advertisement
EKSRX vs HBLVX
EKSRX vs HBLVX Comparison
Open Charts EKSRX vs HBLVX
Allspring Diversified Income Bldr R6
Price$6.23
Change-$0.01 (-0.16%)
VolumeN/A
Net Assets364.68M
Hartford Balanced Income R6
Price$15.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.92B
EKSRX vs HBLVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EKSRX vs. HBLVX commentary
Aug 16, 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 HBLVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.9B vs. EKSRX (365M). EKSRX pays higher dividends than HBLVX: EKSRX (5.89) vs HBLVX (3.61). EKSRX was incepted earlier than HBLVX: EKSRX (7 years) vs HBLVX (11 years). EKSRX (0.77) is less costly to investors than HBLVX (0.56). EKSRX is a more actively managed with annual turnover of: 67.00 vs. HBLVX (61.00). EKSRX (0) and HBLVX (0) have matching initial minimum investment requirements. EKSRX annual gain was more profitable for investors over the last year : 12.78 vs. HBLVX (4.58). EKSRX return over 5 years is better than : 35.35 vs. HBLVX (16.96).
| EKSRX | HBLVX | EKSRX / HBLVX | |
| Total Expense Ratio | 0.53 | 0.56 | 95% |
| Annual Report Gross Expense Ratio | 0.77 | 0.56 | 138% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | 10.199 | 7.323 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 11.9B | 3% |
| Annual Yield % from dividends | 5.89 | 3.61 | 163% |
| Returns for 1 year | 12.78 | 4.58 | 279% |
| Returns for 3 years | 32.29 | 12.30 | 263% |
| Returns for 5 years | 35.35 | 16.96 | 208% |
| Returns for 10 years | N/A | 46.38 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MARO | 18.40 | 0.11 | +0.60% |
| Yieldmax Mara Option Income Strategy ETF | |||
| DWSH | 6.87 | 0.01 | +0.20% |
| AdvisorShares Dorsey Wright Short ETF | |||
| AGZD | 22.37 | 0.01 | +0.04% |
| WisdomTree Interest RtHdgUS Aggt Bd ETF | |||
| FLSP | 25.28 | -0.03 | -0.12% |
| Franklin Systematic Style Premia ETF | |||
| IYG | 86.98 | -1.03 | -1.17% |
| iShares US Financial Services ETF | |||