Interact to see
Advertisement
Advertisement
EKSAX vs HBLRX
EKSAX vs HBLRX Comparison
Open Charts EKSAX vs HBLRX
Allspring Diversified Income Bldr A
Price$6.43
Change+$0.02 (+0.31%)
VolumeN/A
Net Assets362.73M
Hartford Balanced Income R3
Price$15.15
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.95B
EKSAX vs HBLRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EKSAX vs. HBLRX 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 HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. EKSAX (363M). EKSAX pays higher dividends than HBLRX: EKSAX (5.21) vs HBLRX (2.88). EKSAX was incepted earlier than HBLRX: EKSAX (38 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than EKSAX (1.19). EKSAX is a more actively managed with annual turnover of: 67.00 vs. HBLRX (61.00). HBLRX has a lower initial minimum investment than EKSAX: HBLRX (0) vs EKSAX (1000). EKSAX annual gain was more profitable for investors over the last year : 12.01 vs. HBLRX (3.17). EKSAX return over 5 years is better than : 32.89 vs. HBLRX (14.35).
| EKSAX | HBLRX | EKSAX / HBLRX | |
| Total Expense Ratio | 0.95 | 1.28 | 74% |
| Annual Report Gross Expense Ratio | 1.19 | 1.28 | 93% |
| Fund Existence | 38 years | 15 years | - |
| Gain YTD | 10.200 | 7.866 | 130% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 363M | 12B | 3% |
| Annual Yield % from dividends | 5.21 | 2.88 | 181% |
| Returns for 1 year | 12.01 | 3.17 | 379% |
| Returns for 3 years | 38.34 | 17.36 | 221% |
| Returns for 5 years | 32.89 | 14.35 | 229% |
| Returns for 10 years | 59.30 | 43.10 | 138% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ELIS | 26.82 | 0.57 | +2.18% |
| Direxion Daily LLY Bear 1X Shares | |||
| SAGP | 34.04 | 0.21 | +0.61% |
| Strategas Global Policy Opp ETF | |||
| UIVM | 61.03 | 0.29 | +0.48% |
| VictoryShares International Val MomtETF | |||
| IVOV | 101.93 | 0.42 | +0.41% |
| Vanguard S&P Mid-Cap 400 Value ETF | |||
| KPRO | 29.45 | N/A | N/A |
| KraneShares 100% KWEB Dfnd OutcmJan27ETF | |||