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DIFCX vs HBLRX
DIFCX vs HBLRX Comparison
Open Charts DIFCX vs HBLRX
MFS Diversified Income C
Price$12.31
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$15.21
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DIFCX vs HBLRX Comparison Chart
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DIFCX vs. HBLRX commentary
Nov 22, 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 DIFCX is a StrongBuy and HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.4B vs. DIFCX (2.08B). HBLRX (2.97) and DIFCX (2.85) have matching dividends . DIFCX was incepted earlier than HBLRX: DIFCX (19 years) vs HBLRX (15 years). DIFCX is a more actively managed with annual turnover of: 62.00 vs. HBLRX (57.00). HBLRX has a lower initial minimum investment than DIFCX: HBLRX (0) vs DIFCX (1000). HBLRX annual gain was more profitable for investors over the last year : 14.53 vs. DIFCX (12.09). HBLRX return over 5 years is better than : 13.98 vs. DIFCX (6.63).
| DIFCX | HBLRX | DIFCX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 5.578 | 8.148 | 68% |
| 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 | 2.85 | 2.97 | 96% |
| Returns for 1 year | 12.09 | 14.53 | 83% |
| Returns for 3 years | -2.40 | -1.06 | 227% |
| Returns for 5 years | 6.63 | 13.98 | 47% |
| Returns for 10 years | 23.50 | 33.05 | 71% |
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