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EKSRX vs HBLTX
EKSRX vs HBLTX Comparison
Open Charts EKSRX vs HBLTX
Allspring Diversified Income Bldr R6
Price$6.23
Change-$0.01 (-0.16%)
VolumeN/A
Net Assets364.27M
Hartford Balanced Income R5
Price$15.04
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
EKSRX vs HBLTX Comparison Chart in %
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EKSRX vs. HBLTX 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 EKSRX is a StrongBuy and HBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. EKSRX (364M). EKSRX pays higher dividends than HBLTX: EKSRX (5.89) vs HBLTX (3.54). 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 : 12.60 vs. HBLTX (4.43). EKSRX return over 5 years is better than : 35.13 vs. HBLTX (16.28).
| 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 | 10.022 | 7.252 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 364M | 11.9B | 3% |
| Annual Yield % from dividends | 5.89 | 3.54 | 166% |
| Returns for 1 year | 12.60 | 4.43 | 284% |
| Returns for 3 years | 32.08 | 11.90 | 270% |
| Returns for 5 years | 35.13 | 16.28 | 216% |
| Returns for 10 years | N/A | 44.91 | - |
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