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EKSYX vs HBLVX
EKSYX vs HBLVX Comparison
Open Charts EKSYX vs HBLVX
Allspring Diversified Income Bldr Inst
Price$6.13
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets352.54M
Hartford Balanced Income R6
Price$15.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.96B
EKSYX vs HBLVX Comparison Chart in %
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EKSYX vs. HBLVX commentary
Jul 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 Buy and HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12B vs. EKSYX (353M). EKSYX pays higher dividends than HBLVX: EKSYX (5.93) vs HBLVX (3.61). EKSYX was incepted earlier than HBLVX: EKSYX (28 years) vs HBLVX (11 years). EKSYX (0.87) is less costly to investors than HBLVX (0.56). EKSYX is a more actively managed with annual turnover of: 67.00 vs. HBLVX (61.00). HBLVX has a lower initial minimum investment than EKSYX: HBLVX (0) vs EKSYX (1000000). EKSYX annual gain was more profitable for investors over the last year : 11.04 vs. HBLVX (7.03). EKSYX return over 5 years is better than : 36.24 vs. HBLVX (20.01).
| EKSYX | HBLVX | EKSYX / HBLVX | |
| Total Expense Ratio | 0.63 | 0.56 | 113% |
| Annual Report Gross Expense Ratio | 0.87 | 0.56 | 155% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 7.665 | 6.261 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 12B | 3% |
| Annual Yield % from dividends | 5.93 | 3.61 | 164% |
| Returns for 1 year | 11.04 | 7.03 | 157% |
| Returns for 3 years | 19.04 | 17.41 | 109% |
| Returns for 5 years | 36.24 | 20.01 | 181% |
| Returns for 10 years | 55.45 | 45.58 | 122% |
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