Interact to see
Advertisement
Advertisement
EKSRX vs HBLTX
EKSRX vs HBLTX Comparison
Open Charts EKSRX vs HBLTX
Allspring Diversified Income Bldr R6
Price$6.02
Change-$0.02 (-0.33%)
VolumeN/A
Net Assets342.79M
Hartford Balanced Income R5
Price$14.72
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
EKSRX vs HBLTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EKSRX vs. HBLTX commentary
Jun 16, 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 EKSRX is a StrongBuy and HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. EKSRX (343M). EKSRX pays higher dividends than HBLTX: EKSRX (6.29) vs HBLTX (3.56). EKSRX was incepted earlier than HBLTX: EKSRX (7 years) vs HBLTX (15 years). EKSRX (0.77) is less costly to investors than HBLTX (0.66). EKSRX is a more actively managed with annual turnover of: 67.00 vs. HBLTX (61.00). EKSRX (0) and HBLTX (0) have matching initial minimum investment requirements. EKSRX annual gain was more profitable for investors over the last year : 9.65 vs. HBLTX (4.71). EKSRX return over 5 years is better than : 35.32 vs. HBLTX (17.41).
| EKSRX | HBLTX | EKSRX / HBLTX | |
| Total Expense Ratio | 0.53 | 0.66 | 80% |
| Annual Report Gross Expense Ratio | 0.77 | 0.66 | 117% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 5.350 | 4.039 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 11.8B | 3% |
| Annual Yield % from dividends | 6.29 | 3.56 | 177% |
| Returns for 1 year | 9.65 | 4.71 | 205% |
| Returns for 3 years | 34.76 | 16.62 | 209% |
| Returns for 5 years | 35.32 | 17.41 | 203% |
| Returns for 10 years | N/A | 39.57 | - |
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 % |
| GLDI | 164.80 | 1.75 | +1.07% |
| UBS ETRACS Gold Shares Covered Call ETN | |||
| RPAR | 19.78 | -0.14 | -0.73% |
| RPAR Risk Parity ETF | |||
| SNOY | 16.17 | -0.13 | -0.80% |
| YieldMax SNOW Option Income Strategy ETF | |||
| XSOE | 33.50 | -0.55 | -1.62% |
| WisdomTree EmMkts ex-Stt-Ownd EntrprsETF | |||
| GF | 11.63 | -0.22 | -1.86% |
| NEW Germany Fund | |||