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EKSAX vs HBLVX
EKSAX vs HBLVX Comparison
Open Charts EKSAX vs HBLVX
Allspring Diversified Income Bldr A
Price$6.43
Change-$0.01 (-0.16%)
VolumeN/A
Net Assets364.27M
Hartford Balanced Income R6
Price$15.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
EKSAX vs HBLVX Comparison Chart in %
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EKSAX vs. HBLVX 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 HBLVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.9B vs. EKSAX (364M). EKSAX pays higher dividends than HBLVX: EKSAX (5.30) vs HBLVX (3.61). EKSAX was incepted earlier than HBLVX: EKSAX (38 years) vs HBLVX (11 years). EKSAX (1.19) is less costly to investors than HBLVX (0.56). EKSAX is a more actively managed with annual turnover of: 67.00 vs. HBLVX (61.00). HBLVX has a lower initial minimum investment than EKSAX: HBLVX (0) vs EKSAX (1000). EKSAX annual gain was more profitable for investors over the last year : 12.27 vs. HBLVX (4.58). EKSAX return over 5 years is better than : 32.62 vs. HBLVX (16.96).
| EKSAX | HBLVX | EKSAX / HBLVX | |
| Total Expense Ratio | 0.95 | 0.56 | 170% |
| Annual Report Gross Expense Ratio | 1.19 | 0.56 | 212% |
| Fund Existence | 38 years | 11 years | - |
| Gain YTD | 9.791 | 7.323 | 134% |
| 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 | 3.61 | 147% |
| Returns for 1 year | 12.27 | 4.58 | 268% |
| Returns for 3 years | 30.48 | 12.30 | 248% |
| Returns for 5 years | 32.62 | 16.96 | 192% |
| Returns for 10 years | 55.39 | 46.38 | 119% |
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