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DIFDX vs HBLSX
DIFDX vs HBLSX Comparison
Open Charts DIFDX vs HBLSX
MFS Diversified Income R1
Price$11.91
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income R4
Price$14.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.53B
DIFDX vs HBLSX Comparison Chart
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DIFDX vs. HBLSX commentary
Apr 18, 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 StrongBuy and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.5B vs. DIFDX (1.91B). DIFDX pays higher dividends than HBLSX: DIFDX (3.83) vs HBLSX (3.26). DIFDX was incepted earlier than HBLSX: DIFDX (17 years) vs HBLSX (15 years). DIFDX (1.70) is less costly to investors than HBLSX (0.96). HBLSX (61.00) and DIFDX (60.00) have comparable annual turnover. DIFDX (0) and HBLSX (0) have matching initial minimum investment requirements. DIFDX annual gain was more profitable for investors over the last year : 5.58 vs. HBLSX (3.92). HBLSX (14.66) and DIFDX (14.56) have equivalent 5 years return.
| DIFDX | HBLSX | DIFDX / HBLSX | |
| Total Expense Ratio | 1.64 | 0.96 | 171% |
| Annual Report Gross Expense Ratio | 1.70 | 0.96 | 177% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | -0.576 | -0.073 | 790% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 11.5B | 17% |
| Annual Yield % from dividends | 3.83 | 3.26 | 117% |
| Returns for 1 year | 5.58 | 3.92 | 143% |
| Returns for 3 years | 2.16 | 3.01 | 72% |
| Returns for 5 years | 14.56 | 14.66 | 99% |
| Returns for 10 years | 21.09 | 28.69 | 74% |
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