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EKSYX vs HBLRX
EKSYX vs HBLRX Comparison
Open Charts EKSYX vs HBLRX
Allspring Diversified Income Bldr Inst
Price$5.90
Change+$0.02 (+0.34%)
VolumeN/A
Net Assets339.78M
Hartford Balanced Income R3
Price$14.45
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.07B
EKSYX vs HBLRX Comparison Chart
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EKSYX vs. HBLRX commentary
Jan 19, 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: 12.1B vs. EKSYX (340M). 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 : 13.22 vs. HBLRX (5.60). EKSYX return over 5 years is better than : 20.55 vs. HBLRX (6.54).
| 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 | 1.027 | 1.332 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 340M | 12.1B | 3% |
| Annual Yield % from dividends | 5.03 | 2.97 | 169% |
| Returns for 1 year | 13.22 | 5.60 | 236% |
| Returns for 3 years | 10.62 | -0.72 | -1,474% |
| Returns for 5 years | 20.55 | 6.54 | 314% |
| Returns for 10 years | 49.59 | 29.77 | 167% |
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