Interact to see
Advertisement
Advertisement
EKSAX vs HBLIX
EKSAX vs HBLIX Comparison
Open Charts EKSAX vs HBLIX
Allspring Diversified Income Bldr A
Price$6.43
Change+$0.02 (+0.31%)
VolumeN/A
Net Assets362.73M
Hartford Balanced Income I
Price$15.08
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.95B
EKSAX vs HBLIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EKSAX vs. HBLIX commentary
Sep 08, 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: 12B vs. EKSAX (363M). EKSAX pays higher dividends than HBLIX: EKSAX (5.21) vs HBLIX (3.50). EKSAX was incepted earlier than HBLIX: EKSAX (38 years) vs HBLIX (16 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 : 12.01 vs. HBLIX (3.79). EKSAX return over 5 years is better than : 32.89 vs. HBLIX (17.70).
| 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 | 16 years | - |
| Gain YTD | 10.200 | 8.319 | 123% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 363M | 12B | 3% |
| Annual Yield % from dividends | 5.21 | 3.50 | 149% |
| Returns for 1 year | 12.01 | 3.79 | 317% |
| Returns for 3 years | 38.34 | 19.52 | 196% |
| Returns for 5 years | 32.89 | 17.70 | 186% |
| Returns for 10 years | 59.30 | 50.56 | 117% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers