Interact to see
Advertisement
Advertisement
EKSAX vs HBLIX
EKSAX vs HBLIX Comparison
Open Charts EKSAX vs HBLIX
Allspring Diversified Income Bldr A
Price$6.21
Change-$0.03 (-0.48%)
VolumeN/A
Net Assets342.79M
Hartford Balanced Income I
Price$14.61
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
EKSAX vs HBLIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EKSAX vs. HBLIX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. EKSAX (343M). EKSAX pays higher dividends than HBLIX: EKSAX (5.67) vs HBLIX (3.60). 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 : 9.07 vs. HBLIX (4.69). EKSAX return over 5 years is better than : 32.63 vs. HBLIX (17.43).
| 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 | 5.175 | 4.002 | 129% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 343M | 11.8B | 3% |
| Annual Yield % from dividends | 5.67 | 3.60 | 157% |
| Returns for 1 year | 9.07 | 4.69 | 193% |
| Returns for 3 years | 33.13 | 16.66 | 199% |
| Returns for 5 years | 32.63 | 17.43 | 187% |
| Returns for 10 years | 47.40 | 39.57 | 120% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers