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EKSAX vs HBLCX
EKSAX vs HBLCX Comparison
Open Charts EKSAX vs HBLCX
Allspring Diversified Income Bldr A
Price$6.43
Change-$0.01 (-0.16%)
VolumeN/A
Net Assets364.27M
Hartford Balanced Income C
Price$14.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
EKSAX vs HBLCX Comparison Chart in %
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EKSAX vs. HBLCX commentary
Aug 18, 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 EKSAX is a StrongBuy and HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. EKSAX (364M). EKSAX pays higher dividends than HBLCX: EKSAX (5.30) vs HBLCX (2.64). EKSAX was incepted earlier than HBLCX: EKSAX (38 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than EKSAX (1.19). EKSAX is a more actively managed with annual turnover of: 67.00 vs. HBLCX (61.00). EKSAX has a lower initial minimum investment than HBLCX: EKSAX (1000) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to EKSAX: HBLCX (2000) vs EKSAX (250). EKSAX annual gain was more profitable for investors over the last year : 12.27 vs. HBLCX (3.34). EKSAX return over 5 years is better than : 32.62 vs. HBLCX (10.72).
| EKSAX | HBLCX | EKSAX / HBLCX | |
| Total Expense Ratio | 0.95 | 1.64 | 58% |
| Annual Report Gross Expense Ratio | 1.19 | 1.64 | 73% |
| Fund Existence | 38 years | 19 years | - |
| Gain YTD | 9.791 | 6.604 | 148% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 364M | 11.9B | 3% |
| Annual Yield % from dividends | 5.30 | 2.64 | 201% |
| Returns for 1 year | 12.27 | 3.34 | 367% |
| Returns for 3 years | 30.48 | 8.52 | 358% |
| Returns for 5 years | 32.62 | 10.72 | 304% |
| Returns for 10 years | 55.39 | 32.45 | 171% |
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