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EXBAX vs HBLTX
EXBAX vs HBLTX Comparison
Open Charts EXBAX vs HBLTX
Manning & Napier Pro-Blend Mod Term S
Price$14.65
Change-$0.12 (-0.81%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$15.14
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
EXBAX vs HBLTX Comparison Chart
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EXBAX vs. HBLTX commentary
Nov 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 EXBAX is a Buy and HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.4B vs. EXBAX (326M). HBLTX pays higher dividends than EXBAX: HBLTX (3.54) vs EXBAX (2.23). EXBAX was incepted earlier than HBLTX: EXBAX (31 years) vs HBLTX (14 years). HBLTX (57.00) and EXBAX (56.00) have comparable annual turnover. HBLTX has a lower initial minimum investment than EXBAX: HBLTX (0) vs EXBAX (2000). HBLTX annual gain was more profitable for investors over the last year : 15.43 vs. EXBAX (12.19). HBLTX return over 5 years is better than : 16.16 vs. EXBAX (9.96).
| EXBAX | HBLTX | EXBAX / HBLTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 14 years | - |
| Gain YTD | 6.313 | 7.983 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 326M | 12.4B | 3% |
| Annual Yield % from dividends | 2.23 | 3.54 | 63% |
| Returns for 1 year | 12.19 | 15.43 | 79% |
| Returns for 3 years | -5.07 | -0.41 | 1,238% |
| Returns for 5 years | 9.96 | 16.16 | 62% |
| Returns for 10 years | 10.23 | 39.33 | 26% |
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