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DIFAX vs HBLYX
DIFAX vs HBLYX Comparison
Open Charts DIFAX vs HBLYX
MFS Diversified Income A
Price$12.10
Change-$0.14 (-1.14%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$14.48
Change-$0.22 (-1.50%)
VolumeN/A
CapitalizationN/A
DIFAX vs HBLYX Comparison Chart
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DIFAX vs. HBLYX 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. DIFAX (2.06B). DIFAX (3.57) and HBLYX (3.51) have matching dividends . DIFAX was incepted earlier than HBLYX: DIFAX (19 years) vs HBLYX (18 years). DIFAX is a more actively managed with annual turnover of: 62.00 vs. HBLYX (57.00). DIFAX has a lower initial minimum investment than HBLYX: DIFAX (1000) vs HBLYX (250000). HBLYX annual gain was more profitable for investors over the last year : 9.02 vs. DIFAX (7.39). HBLYX return over 5 years is better than : 15.15 vs. DIFAX (9.54).
| DIFAX | HBLYX | DIFAX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 6.084 | 7.844 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 2.06B | 11.8B | 17% |
| Annual Yield % from dividends | 3.57 | 3.51 | 102% |
| Returns for 1 year | 7.39 | 9.02 | 82% |
| Returns for 3 years | 1.07 | 4.49 | 24% |
| Returns for 5 years | 9.54 | 15.15 | 63% |
| Returns for 10 years | 32.77 | 41.42 | 79% |
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