Interact to see
Advertisement
Advertisement
EKSAX vs HBLVX
EKSAX vs HBLVX Comparison
Open Charts EKSAX vs HBLVX
Allspring Diversified Income Bldr A
Price$6.33
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets353.45M
Hartford Balanced Income R6
Price$15.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
EKSAX vs HBLVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EKSAX vs. HBLVX 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12B vs. EKSAX (353M). EKSAX pays higher dividends than HBLVX: EKSAX (5.44) 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 : 10.87 vs. HBLVX (7.03). EKSAX return over 5 years is better than : 34.51 vs. HBLVX (20.01).
| 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 | 7.594 | 6.261 | 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 | 3.61 | 151% |
| Returns for 1 year | 10.87 | 7.03 | 155% |
| Returns for 3 years | 36.30 | 17.41 | 208% |
| Returns for 5 years | 34.51 | 20.01 | 172% |
| Returns for 10 years | 51.17 | 45.58 | 112% |
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 % |
| GAM | 56.62 | 0.42 | +0.75% |
| General American Investors Company | |||
| RISN | 27.54 | 0.19 | +0.70% |
| Inspire Tactical Balanced ETF | |||
| BPAY | 32.86 | 0.16 | +0.49% |
| iShares FinTech Active ETF | |||
| XUDV | 26.21 | 0.04 | +0.14% |
| Franklin U.S. Dividend Mltplr Idx ETF | |||
| IBHG | 22.42 | -0.01 | -0.02% |
| iShares® iBonds® 2027 Term HY & Inc ETF | |||