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EKSYX vs HBLRX
EKSYX vs HBLRX Comparison
Open Charts EKSYX vs HBLRX
Allspring Diversified Income Bldr Inst
Price$5.95
Change-$0.02 (-0.34%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$14.54
Change-$0.54 (-3.58%)
VolumeN/A
CapitalizationN/A
EKSYX vs HBLRX Comparison Chart
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EKSYX vs. HBLRX commentary
Dec 18, 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 EKSYX is a StrongBuy and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.3B vs. EKSYX (346M). EKSYX pays higher dividends than HBLRX: EKSYX (5.03) vs HBLRX (2.97). EKSYX was incepted earlier than HBLRX: EKSYX (28 years) vs HBLRX (15 years). HBLRX is a more actively managed with annual turnover of: 57.00 vs. EKSYX (45.00). 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 : 14.24 vs. HBLRX (8.40). EKSYX return over 5 years is better than : 22.36 vs. HBLRX (12.02).
| EKSYX | HBLRX | EKSYX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 15 years | - |
| Gain YTD | 13.137 | 7.224 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 346M | 12.3B | 3% |
| Annual Yield % from dividends | 5.03 | 2.97 | 169% |
| Returns for 1 year | 14.24 | 8.40 | 169% |
| Returns for 3 years | 9.21 | 2.58 | 357% |
| Returns for 5 years | 22.36 | 12.02 | 186% |
| Returns for 10 years | 49.99 | 34.24 | 146% |
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