Ad is loading...
DIFAX vs HBLYX
DIFAX vs HBLYX Comparison
Open Charts DIFAX vs HBLYX
MFS Diversified Income A
Price$12.18
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets2.01B
Hartford Balanced Income Y
Price$14.77
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets12.14B
DIFAX vs HBLYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DIFAX vs. HBLYX 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. DIFAX (2.01B). DIFAX (3.57) and HBLYX (3.51) have matching dividends . DIFAX was incepted earlier than HBLYX: DIFAX (19 years) vs HBLYX (19 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 (6.30) and DIFAX (6.24) have marching annual gain over last year. HBLYX return over 5 years is better than : 11.00 vs. DIFAX (7.58).
| DIFAX | HBLYX | DIFAX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 0.497 | 2.224 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 2.01B | 12.1B | 17% |
| Annual Yield % from dividends | 3.57 | 3.51 | 102% |
| Returns for 1 year | 6.24 | 6.30 | 99% |
| Returns for 3 years | 1.81 | 2.19 | 83% |
| Returns for 5 years | 7.58 | 11.00 | 69% |
| Returns for 10 years | 32.05 | 37.81 | 85% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers