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EKSYX vs HBLTX
EKSYX vs HBLTX Comparison
Open Charts EKSYX vs HBLTX
Allspring Diversified Income Bldr Inst
Price$6.00
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets341.76M
Hartford Balanced Income R5
Price$14.65
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets11.74B
EKSYX vs HBLTX Comparison Chart
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EKSYX vs. HBLTX commentary
Jun 07, 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 StrongBuy and HBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. EKSYX (342M). EKSYX pays higher dividends than HBLTX: EKSYX (6.19) vs HBLTX (3.56). EKSYX was incepted earlier than HBLTX: EKSYX (28 years) vs HBLTX (15 years). EKSYX (0.87) is less costly to investors than HBLTX (0.66). EKSYX is a more actively managed with annual turnover of: 67.00 vs. HBLTX (61.00). HBLTX has a lower initial minimum investment than EKSYX: HBLTX (0) vs EKSYX (1000000). EKSYX annual gain was more profitable for investors over the last year : 9.56 vs. HBLTX (3.79). EKSYX return over 5 years is better than : 31.94 vs. HBLTX (13.25).
| EKSYX | HBLTX | EKSYX / HBLTX | |
| Total Expense Ratio | 0.63 | 0.66 | 95% |
| Annual Report Gross Expense Ratio | 0.87 | 0.66 | 132% |
| Fund Existence | 28 years | 15 years | - |
| Gain YTD | 4.964 | 3.332 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 11.7B | 3% |
| Annual Yield % from dividends | 6.19 | 3.56 | 174% |
| Returns for 1 year | 9.56 | 3.79 | 252% |
| Returns for 3 years | 26.75 | 8.21 | 326% |
| Returns for 5 years | 31.94 | 13.25 | 241% |
| Returns for 10 years | 51.20 | 39.14 | 131% |
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