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DIFCX vs HBLSX
DIFCX vs HBLSX Comparison
Open Charts DIFCX vs HBLSX
MFS Diversified Income C
Price$12.10
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets2.01B
Hartford Balanced Income R4
Price$14.53
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets12.12B
DIFCX vs HBLSX Comparison Chart
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DIFCX vs. HBLSX 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 HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.1B vs. DIFCX (2.01B). 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). HBLSX (6.29) and DIFCX (6.13) have marching annual gain over last year. HBLSX return over 5 years is better than : 8.41 vs. DIFCX (2.73).
| 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 | 0.249 | 1.893 | 13% |
| 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 | 3.25 | 88% |
| Returns for 1 year | 6.13 | 6.29 | 98% |
| Returns for 3 years | -0.71 | 1.61 | -44% |
| Returns for 5 years | 2.73 | 8.41 | 32% |
| Returns for 10 years | 22.29 | 32.74 | 68% |
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