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EKSAX vs HBLIX
EKSAX vs HBLIX Comparison
Open Charts EKSAX vs HBLIX
Allspring Diversified Income Bldr A
Price$6.43
Change-$0.01 (-0.16%)
VolumeN/A
Net Assets364.27M
Hartford Balanced Income I
Price$14.93
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.91B
EKSAX vs HBLIX Comparison Chart in %
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EKSAX vs. HBLIX 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 HBLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. EKSAX (364M). EKSAX pays higher dividends than HBLIX: EKSAX (5.30) vs HBLIX (3.58). EKSAX was incepted earlier than HBLIX: EKSAX (38 years) vs HBLIX (15 years). EKSAX (1.19) is less costly to investors than HBLIX (0.65). EKSAX is a more actively managed with annual turnover of: 67.00 vs. HBLIX (61.00). EKSAX has a lower initial minimum investment than HBLIX: EKSAX (1000) vs HBLIX (2000). EKSAX annual gain was more profitable for investors over the last year : 12.27 vs. HBLIX (4.42). EKSAX return over 5 years is better than : 32.62 vs. HBLIX (16.30).
| EKSAX | HBLIX | EKSAX / HBLIX | |
| Total Expense Ratio | 0.95 | 0.65 | 146% |
| Annual Report Gross Expense Ratio | 1.19 | 0.65 | 183% |
| Fund Existence | 38 years | 15 years | - |
| Gain YTD | 9.791 | 7.241 | 135% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 364M | 11.9B | 3% |
| Annual Yield % from dividends | 5.30 | 3.58 | 148% |
| Returns for 1 year | 12.27 | 4.42 | 278% |
| Returns for 3 years | 30.48 | 11.90 | 256% |
| Returns for 5 years | 32.62 | 16.30 | 200% |
| Returns for 10 years | 55.39 | 44.94 | 123% |
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