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EKSAX vs HBLTX
EKSAX vs HBLTX Comparison
Open Charts EKSAX vs HBLTX
Allspring Diversified Income Bldr A
Price$6.33
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets353.45M
Hartford Balanced Income R5
Price$14.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
EKSAX vs HBLTX Comparison Chart in %
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EKSAX vs. HBLTX commentary
Jul 07, 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 HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. EKSAX (353M). EKSAX pays higher dividends than HBLTX: EKSAX (5.44) vs HBLTX (3.54). EKSAX was incepted earlier than HBLTX: EKSAX (38 years) vs HBLTX (15 years). EKSAX (1.19) is less costly to investors than HBLTX (0.66). EKSAX is a more actively managed with annual turnover of: 67.00 vs. HBLTX (61.00). HBLTX has a lower initial minimum investment than EKSAX: HBLTX (0) vs EKSAX (1000). EKSAX annual gain was more profitable for investors over the last year : 10.87 vs. HBLTX (6.97). EKSAX return over 5 years is better than : 34.51 vs. HBLTX (19.41).
| EKSAX | HBLTX | EKSAX / HBLTX | |
| Total Expense Ratio | 0.95 | 0.66 | 144% |
| Annual Report Gross Expense Ratio | 1.19 | 0.66 | 180% |
| Fund Existence | 38 years | 15 years | - |
| Gain YTD | 7.594 | 6.253 | 121% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 353M | 12B | 3% |
| Annual Yield % from dividends | 5.44 | 3.54 | 154% |
| Returns for 1 year | 10.87 | 6.97 | 156% |
| Returns for 3 years | 36.30 | 17.02 | 213% |
| Returns for 5 years | 34.51 | 19.41 | 178% |
| Returns for 10 years | 51.17 | 44.20 | 116% |
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