Ad is loading...
EKSRX vs HBLVX
EKSRX vs HBLVX Comparison
Open Charts EKSRX vs HBLVX
Allspring Diversified Income Bldr R6
Price$5.68
Change-$0.03 (-0.53%)
VolumeN/A
Net Assets327.26M
Hartford Balanced Income R6
Price$14.05
Change-$0.18 (-1.26%)
VolumeN/A
Net Assets11.55B
EKSRX vs HBLVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EKSRX vs. HBLVX 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 HBLVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.6B vs. EKSRX (327M). EKSRX pays higher dividends than HBLVX: EKSRX (6.16) vs HBLVX (3.63). EKSRX was incepted earlier than HBLVX: EKSRX (7 years) vs HBLVX (10 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 : 5.60 vs. HBLVX (2.49). EKSRX return over 5 years is better than : 35.33 vs. HBLVX (18.34).
| 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 | 10 years | - |
| Gain YTD | -1.299 | -0.174 | 746% |
| 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 | 3.63 | 170% |
| Returns for 1 year | 5.60 | 2.49 | 225% |
| Returns for 3 years | 15.42 | 3.57 | 432% |
| Returns for 5 years | 35.33 | 18.34 | 193% |
| Returns for 10 years | N/A | 33.45 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers