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DIFCX vs HBLVX
DIFCX vs HBLVX Comparison
Open Charts DIFCX vs HBLVX
MFS Diversified Income C
Price$12.49
Change-$0.03 (-0.24%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R6
Price$15.24
Change-$0.06 (-0.39%)
VolumeN/A
CapitalizationN/A
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DIFCX vs HBLVX Comparison Chart
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DIFCX vs. HBLVX commentary
Sep 08, 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 HBLVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12.5B vs. DIFCX (2.17B). HBLVX pays higher dividends than DIFCX: HBLVX (3.62) vs DIFCX (2.85). DIFCX was incepted earlier than HBLVX: DIFCX (18 years) vs HBLVX (10 years). DIFCX is a more actively managed with annual turnover of: 62.00 vs. HBLVX (57.00). HBLVX has a lower initial minimum investment than DIFCX: HBLVX (0) vs DIFCX (1000). HBLVX (14.17) and DIFCX (13.65) have marching annual gain over last year. HBLVX return over 5 years is better than : 18.03 vs. DIFCX (8.66).
| DIFCX | HBLVX | DIFCX / HBLVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 6.675 | 7.493 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 2.17B | 12.5B | 17% |
| Annual Yield % from dividends | 2.85 | 3.62 | 79% |
| Returns for 1 year | 13.65 | 14.17 | 96% |
| Returns for 3 years | -3.00 | -0.93 | 323% |
| Returns for 5 years | 8.66 | 18.03 | 48% |
| Returns for 10 years | 25.49 | N/A | - |
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