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DIFDX vs HBLSX
DIFDX vs HBLSX Comparison
Open Charts DIFDX vs HBLSX
MFS Diversified Income R1
Price$12.26
Change-$0.03 (-0.24%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$15.12
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
DIFDX vs HBLSX Comparison Chart
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DIFDX vs. HBLSX commentary
Nov 18, 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 Sell and HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.4B vs. DIFDX (2.08B). HBLSX pays higher dividends than DIFDX: HBLSX (3.25) vs DIFDX (2.86). DIFDX was incepted earlier than HBLSX: DIFDX (16 years) vs HBLSX (14 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 : 15.11 vs. DIFDX (12.42). HBLSX return over 5 years is better than : 14.63 vs. DIFDX (5.96).
| DIFDX | HBLSX | DIFDX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 5.238 | 7.754 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 12.4B | 17% |
| Annual Yield % from dividends | 2.86 | 3.25 | 88% |
| Returns for 1 year | 12.42 | 15.11 | 82% |
| Returns for 3 years | -3.14 | -1.26 | 250% |
| Returns for 5 years | 5.96 | 14.63 | 41% |
| Returns for 10 years | 24.73 | 36.01 | 69% |
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