Ad is loading...
DIFDX vs HBLFX
DIFDX vs HBLFX Comparison
Open Charts DIFDX vs HBLFX
MFS Diversified Income R1
Price$12.66
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income F
Price$15.34
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DIFDX vs HBLFX Comparison Chart
Loading...
DIFDX vs. HBLFX commentary
Sep 21, 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 DIFDX is a StrongBuy and HBLFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12.7B vs. DIFDX (2.19B). HBLFX pays higher dividends than DIFDX: HBLFX (3.67) vs DIFDX (2.86). DIFDX was incepted earlier than HBLFX: DIFDX (16 years) vs HBLFX (8 years). DIFDX is a more actively managed with annual turnover of: 62.00 vs. HBLFX (57.00). DIFDX has a lower initial minimum investment than HBLFX: DIFDX (0) vs HBLFX (1000000). HBLFX (15.08) and DIFDX (14.56) have marching annual gain over last year. HBLFX return over 5 years is better than : 18.98 vs. DIFDX (9.70).
| DIFDX | HBLFX | DIFDX / HBLFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 7.618 | 8.734 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 12.7B | 17% |
| Annual Yield % from dividends | 2.86 | 3.67 | 78% |
| Returns for 1 year | 14.56 | 15.08 | 97% |
| Returns for 3 years | -0.51 | 1.45 | -36% |
| Returns for 5 years | 9.70 | 18.98 | 51% |
| Returns for 10 years | 29.61 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FPE | 18.10 | 0.01 | +0.06% |
| First Trust Preferred Sec & Inc ETF | |||
| SDSI | 51.85 | -0.04 | -0.07% |
| American Century® Short Dur Str Inc ETF | |||
| FTGS | 30.73 | -0.19 | -0.61% |
| First Trust Growth Strength ETF | |||
| QQQA | 41.22 | -0.32 | -0.77% |
| ProShares Nasdaq-100 Drsy Wght Momt ETF | |||
| IDRV | 29.13 | -0.31 | -1.06% |
| iShares Self-Driving EV and Tech ETF | |||