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DIFAX vs HBLSX
DIFAX vs HBLSX Comparison
Open Charts DIFAX vs HBLSX
MFS Diversified Income A
Price$12.10
Change-$0.14 (-1.14%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$14.34
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
DIFAX vs HBLSX Comparison Chart
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DIFAX vs. HBLSX commentary
Dec 19, 2024
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 StrongSell and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. DIFAX (2.06B). 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). HBLSX annual gain was more profitable for investors over the last year : 8.72 vs. DIFAX (7.39). HBLSX return over 5 years is better than : 13.56 vs. DIFAX (9.54).
| 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 | 6.084 | 7.612 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 2.06B | 11.8B | 17% |
| Annual Yield % from dividends | 3.57 | 3.25 | 110% |
| Returns for 1 year | 7.39 | 8.72 | 85% |
| Returns for 3 years | 1.07 | 3.55 | 30% |
| Returns for 5 years | 9.54 | 13.56 | 70% |
| Returns for 10 years | 32.77 | 37.62 | 87% |
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