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EKSYX vs HBLRX
EKSYX vs HBLRX Comparison
Open Charts EKSYX vs HBLRX
Allspring Diversified Income Bldr Inst
Price$6.18
Change+$0.02 (+0.32%)
VolumeN/A
Net Assets360.91M
Hartford Balanced Income R3
Price$14.85
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.81B
EKSYX vs HBLRX Comparison Chart in %
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EKSYX vs. HBLRX commentary
Aug 08, 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 EKSYX is a Buy and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. EKSYX (361M). EKSYX pays higher dividends than HBLRX: EKSYX (5.79) vs HBLRX (2.94). EKSYX was incepted earlier than HBLRX: EKSYX (29 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than EKSYX (0.87). EKSYX is a more actively managed with annual turnover of: 67.00 vs. HBLRX (61.00). HBLRX has a lower initial minimum investment than EKSYX: HBLRX (0) vs EKSYX (1000000). EKSYX annual gain was more profitable for investors over the last year : 14.14 vs. HBLRX (4.66). EKSYX return over 5 years is better than : 33.25 vs. HBLRX (11.12).
| EKSYX | HBLRX | EKSYX / HBLRX | |
| Total Expense Ratio | 0.63 | 1.28 | 49% |
| Annual Report Gross Expense Ratio | 0.87 | 1.28 | 68% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 8.912 | 5.587 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 11.8B | 3% |
| Annual Yield % from dividends | 5.79 | 2.94 | 197% |
| Returns for 1 year | 14.14 | 4.66 | 304% |
| Returns for 3 years | 31.65 | 10.73 | 295% |
| Returns for 5 years | 33.25 | 11.12 | 299% |
| Returns for 10 years | 57.86 | 35.81 | 162% |
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