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EKSAX vs HBLRX
EKSAX vs HBLRX Comparison
Open Charts EKSAX vs HBLRX
Allspring Diversified Income Bldr A
Price$6.43
Change-$0.01 (-0.16%)
VolumeN/A
Net Assets364.27M
Hartford Balanced Income R3
Price$15.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
EKSAX vs HBLRX Comparison Chart in %
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EKSAX vs. HBLRX 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 HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. EKSAX (364M). EKSAX pays higher dividends than HBLRX: EKSAX (5.30) vs HBLRX (2.94). 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 : 12.27 vs. HBLRX (3.79). EKSAX return over 5 years is better than : 32.62 vs. HBLRX (13.07).
| 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 | 9.791 | 6.869 | 143% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 364M | 11.9B | 3% |
| Annual Yield % from dividends | 5.30 | 2.94 | 180% |
| Returns for 1 year | 12.27 | 3.79 | 323% |
| Returns for 3 years | 30.48 | 9.90 | 308% |
| Returns for 5 years | 32.62 | 13.07 | 250% |
| Returns for 10 years | 55.39 | 37.76 | 147% |
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