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DIFCX vs HBLRX
DIFCX vs HBLRX Comparison
Open Charts DIFCX vs HBLRX
MFS Diversified Income C
Price$12.10
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets2.01B
Hartford Balanced Income R3
Price$14.52
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets12.12B
DIFCX vs HBLRX Comparison Chart
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DIFCX vs. HBLRX commentary
Jan 24, 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 DIFCX is a Hold and HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.1B vs. DIFCX (2.01B). 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 (6.13) and HBLRX (5.96) have marching annual gain over last year. HBLRX return over 5 years is better than : 6.98 vs. DIFCX (2.73).
| 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 | 0.249 | 1.823 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 2.01B | 12.1B | 17% |
| Annual Yield % from dividends | 2.85 | 2.97 | 96% |
| Returns for 1 year | 6.13 | 5.96 | 103% |
| Returns for 3 years | -0.71 | 0.65 | -109% |
| Returns for 5 years | 2.73 | 6.98 | 39% |
| Returns for 10 years | 22.29 | 29.54 | 75% |
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