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DIFCX vs HBLYX
DIFCX vs HBLYX Comparison
Open Charts DIFCX vs HBLYX
MFS Diversified Income C
Price$12.10
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets2.01B
Hartford Balanced Income Y
Price$14.67
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets12.12B
DIFCX vs HBLYX Comparison Chart
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DIFCX vs. HBLYX 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. DIFCX (2.01B). HBLYX pays higher dividends than DIFCX: HBLYX (3.51) vs DIFCX (2.85). DIFCX was incepted earlier than HBLYX: DIFCX (19 years) vs HBLYX (18 years). DIFCX is a more actively managed with annual turnover of: 62.00 vs. HBLYX (57.00). DIFCX has a lower initial minimum investment than HBLYX: DIFCX (1000) vs HBLYX (250000). HBLYX (6.32) and DIFCX (6.13) have marching annual gain over last year. HBLYX return over 5 years is better than : 9.75 vs. DIFCX (2.73).
| DIFCX | HBLYX | DIFCX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 0.249 | 1.737 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 2.01B | 12.1B | 17% |
| Annual Yield % from dividends | 2.85 | 3.51 | 81% |
| Returns for 1 year | 6.13 | 6.32 | 97% |
| Returns for 3 years | -0.71 | 2.15 | -33% |
| Returns for 5 years | 2.73 | 9.75 | 28% |
| Returns for 10 years | 22.29 | 36.45 | 61% |
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