Ad is loading...
DIFCX vs HBLSX
DIFCX vs HBLSX Comparison
Open Charts DIFCX vs HBLSX
MFS Diversified Income C
Price$12.07
Change+$0.05 (+0.42%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$14.37
Change+$0.08 (+0.56%)
VolumeN/A
CapitalizationN/A
DIFCX vs HBLSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DIFCX vs. HBLSX 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. DIFCX (2.02B). HBLSX pays higher dividends than DIFCX: HBLSX (3.25) vs DIFCX (2.85). DIFCX was incepted earlier than HBLSX: DIFCX (19 years) vs HBLSX (15 years). DIFCX is a more actively managed with annual turnover of: 62.00 vs. HBLSX (57.00). HBLSX has a lower initial minimum investment than DIFCX: HBLSX (0) vs DIFCX (1000). DIFCX annual gain was more profitable for investors over the last year : 4.67 vs. HBLSX (3.25). HBLSX return over 5 years is better than : 7.79 vs. DIFCX (3.90).
| DIFCX | HBLSX | DIFCX / HBLSX | |
| 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 | 2.409 | 162% |
| 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 | 3.25 | 88% |
| Returns for 1 year | 4.67 | 3.25 | 144% |
| Returns for 3 years | -2.47 | -1.27 | 195% |
| Returns for 5 years | 3.90 | 7.79 | 50% |
| Returns for 10 years | 22.77 | 30.68 | 74% |
View a ticker or compare two or three
VS
VS
Ad is loading...