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EKSYX vs HBLRX
EKSYX vs HBLRX Comparison
Open Charts EKSYX vs HBLRX
Allspring Diversified Income Bldr Inst
Price$5.89
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets337.06M
Hartford Balanced Income R3
Price$14.60
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets11.99B
EKSYX vs HBLRX Comparison Chart
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EKSYX vs. HBLRX commentary
Apr 04, 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 Hold and HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. EKSYX (337M). EKSYX pays higher dividends than HBLRX: EKSYX (6.07) vs HBLRX (2.96). EKSYX was incepted earlier than HBLRX: EKSYX (28 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 : 8.64 vs. HBLRX (3.94). EKSYX return over 5 years is better than : 46.12 vs. HBLRX (26.28).
| EKSYX | HBLRX | EKSYX / HBLRX | |
| Total Expense Ratio | 0.63 | 1.28 | 49% |
| Annual Report Gross Expense Ratio | 0.87 | 1.28 | 68% |
| Fund Existence | 28 years | 15 years | - |
| Gain YTD | 1.790 | 2.824 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 337M | 12B | 3% |
| Annual Yield % from dividends | 6.07 | 2.96 | 205% |
| Returns for 1 year | 8.64 | 3.94 | 220% |
| Returns for 3 years | 2.19 | 2.76 | 79% |
| Returns for 5 years | 46.12 | 26.28 | 176% |
| Returns for 10 years | 46.95 | 30.68 | 153% |
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