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DIFAX vs HBLSX
DIFAX vs HBLSX Comparison
Open Charts DIFAX vs HBLSX
MFS Diversified Income A
Price$12.18
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets2.01B
Hartford Balanced Income R4
Price$14.63
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets12.14B
DIFAX vs HBLSX Comparison Chart
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DIFAX vs. HBLSX commentary
Jan 31, 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 DIFAX is a StrongBuy and HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.1B vs. DIFAX (2.01B). DIFAX pays higher dividends than HBLSX: DIFAX (3.57) vs HBLSX (3.25). DIFAX was incepted earlier than HBLSX: DIFAX (19 years) vs HBLSX (15 years). DIFAX is a more actively managed with annual turnover of: 62.00 vs. HBLSX (57.00). HBLSX has a lower initial minimum investment than DIFAX: HBLSX (0) vs DIFAX (1000). DIFAX annual gain was more profitable for investors over the last year : 6.24 vs. HBLSX (5.91). HBLSX return over 5 years is better than : 9.42 vs. DIFAX (7.58).
| DIFAX | HBLSX | DIFAX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 0.497 | 2.174 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 2.01B | 12.1B | 17% |
| Annual Yield % from dividends | 3.57 | 3.25 | 110% |
| Returns for 1 year | 6.24 | 5.91 | 106% |
| Returns for 3 years | 1.81 | 1.24 | 146% |
| Returns for 5 years | 7.58 | 9.42 | 80% |
| Returns for 10 years | 32.05 | 33.99 | 94% |
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