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DIFAX vs HBLTX
DIFAX vs HBLTX Comparison
Open Charts DIFAX vs HBLTX
MFS Diversified Income A
Price$12.50
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$15.13
Change-$0.06 (-0.39%)
VolumeN/A
CapitalizationN/A
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DIFAX vs HBLTX Comparison Chart
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DIFAX vs. HBLTX commentary
Sep 08, 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 StrongBuy and HBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.5B vs. DIFAX (2.17B). 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). DIFAX (14.40) and HBLTX (14.09) have marching annual gain over last year. HBLTX return over 5 years is better than : 17.40 vs. DIFAX (12.71).
| 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 | 7.208 | 7.420 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 2.17B | 12.5B | 17% |
| Annual Yield % from dividends | 3.57 | 3.54 | 101% |
| Returns for 1 year | 14.40 | 14.09 | 102% |
| Returns for 3 years | -0.87 | -1.25 | 70% |
| Returns for 5 years | 12.71 | 17.40 | 73% |
| Returns for 10 years | 34.78 | 39.51 | 88% |
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