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DIFDX vs HBLSX
DIFDX vs HBLSX Comparison
Open Charts DIFDX vs HBLSX
MFS Diversified Income R1
Price$12.09
Change-$0.14 (-1.14%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$14.34
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
DIFDX vs HBLSX Comparison Chart
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DIFDX vs. HBLSX commentary
Dec 19, 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 StrongSell and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. DIFDX (2.06B). HBLSX pays higher dividends than DIFDX: HBLSX (3.25) vs DIFDX (2.86). DIFDX was incepted earlier than HBLSX: DIFDX (16 years) vs HBLSX (15 years). DIFDX is a more actively managed with annual turnover of: 62.00 vs. HBLSX (57.00). DIFDX (0) and HBLSX (0) have matching initial minimum investment requirements. HBLSX annual gain was more profitable for investors over the last year : 8.72 vs. DIFDX (6.59). HBLSX return over 5 years is better than : 13.56 vs. DIFDX (5.60).
| DIFDX | HBLSX | DIFDX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 5.360 | 7.612 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 11.8B | 17% |
| Annual Yield % from dividends | 2.86 | 3.25 | 88% |
| Returns for 1 year | 6.59 | 8.72 | 76% |
| Returns for 3 years | -1.03 | 3.55 | -29% |
| Returns for 5 years | 5.60 | 13.56 | 41% |
| Returns for 10 years | 24.76 | 37.62 | 66% |
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