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DIFAX vs HBLTX
DIFAX vs HBLTX Comparison
Open Charts DIFAX vs HBLTX
MFS Diversified Income A
Price$12.27
Change-$0.03 (-0.24%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$15.14
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
DIFAX vs HBLTX Comparison Chart
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DIFAX vs. HBLTX commentary
Nov 18, 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 Sell and HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.4B vs. DIFAX (2.08B). DIFAX (3.57) and HBLTX (3.54) have matching dividends . DIFAX was incepted earlier than HBLTX: DIFAX (18 years) vs HBLTX (14 years). DIFAX is a more actively managed with annual turnover of: 62.00 vs. HBLTX (57.00). HBLTX has a lower initial minimum investment than DIFAX: HBLTX (0) vs DIFAX (1000). HBLTX annual gain was more profitable for investors over the last year : 15.43 vs. DIFAX (13.25). HBLTX return over 5 years is better than : 16.16 vs. DIFAX (9.91).
| DIFAX | HBLTX | DIFAX / HBLTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 5.895 | 7.983 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 2.08B | 12.4B | 17% |
| Annual Yield % from dividends | 3.57 | 3.54 | 101% |
| Returns for 1 year | 13.25 | 15.43 | 86% |
| Returns for 3 years | -1.09 | -0.41 | 266% |
| Returns for 5 years | 9.91 | 16.16 | 61% |
| Returns for 10 years | 32.74 | 39.33 | 83% |
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