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DIFCX vs HBLRX
DIFCX vs HBLRX Comparison
Open Charts DIFCX vs HBLRX
MFS Diversified Income C
Price$12.07
Change+$0.05 (+0.42%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$14.36
Change+$0.09 (+0.63%)
VolumeN/A
CapitalizationN/A
DIFCX vs HBLRX Comparison Chart
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DIFCX vs. HBLRX commentary
Dec 23, 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 StrongSell and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. DIFCX (2.02B). 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). DIFCX annual gain was more profitable for investors over the last year : 4.67 vs. HBLRX (2.94). HBLRX return over 5 years is better than : 6.46 vs. DIFCX (3.90).
| 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 | 3.893 | 2.104 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 2.02B | 12B | 17% |
| Annual Yield % from dividends | 2.85 | 2.97 | 96% |
| Returns for 1 year | 4.67 | 2.94 | 159% |
| Returns for 3 years | -2.47 | -2.07 | 119% |
| Returns for 5 years | 3.90 | 6.46 | 60% |
| Returns for 10 years | 22.77 | 27.55 | 83% |
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