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DIFDX vs HBLSX
DIFDX vs HBLSX Comparison
Open Charts DIFDX vs HBLSX
MFS Diversified Income R1
Price$12.07
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.01B
Hartford Balanced Income R4
Price$14.46
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
DIFDX vs HBLSX Comparison Chart
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DIFDX vs. HBLSX commentary
Jan 19, 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 DIFDX is a Hold and HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.1B vs. DIFDX (2.01B). HBLSX pays higher dividends than DIFDX: HBLSX (3.25) vs DIFDX (2.86). DIFDX was incepted earlier than HBLSX: DIFDX (17 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. DIFDX annual gain was more profitable for investors over the last year : 6.23 vs. HBLSX (5.93). HBLSX return over 5 years is better than : 7.95 vs. DIFDX (2.63).
| DIFDX | HBLSX | DIFDX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 0.083 | 1.403 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 12.1B | 17% |
| Annual Yield % from dividends | 2.86 | 3.25 | 88% |
| Returns for 1 year | 6.23 | 5.93 | 105% |
| Returns for 3 years | -1.76 | 0.23 | -781% |
| Returns for 5 years | 2.63 | 7.95 | 33% |
| Returns for 10 years | 24.00 | 33.07 | 73% |
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