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DIFDX vs HBLTX
DIFDX vs HBLTX Comparison
Open Charts DIFDX vs HBLTX
MFS Diversified Income R1
Price$12.26
Change-$0.03 (-0.24%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$15.14
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
DIFDX vs HBLTX Comparison Chart
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DIFDX vs. HBLTX 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 HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.4B vs. DIFDX (2.08B). HBLTX pays higher dividends than DIFDX: HBLTX (3.54) vs DIFDX (2.86). DIFDX was incepted earlier than HBLTX: DIFDX (16 years) vs HBLTX (14 years). DIFDX is a more actively managed with annual turnover of: 62.00 vs. HBLTX (57.00). DIFDX (0) and HBLTX (0) have matching initial minimum investment requirements. HBLTX annual gain was more profitable for investors over the last year : 15.43 vs. DIFDX (12.42). HBLTX return over 5 years is better than : 16.16 vs. DIFDX (5.96).
| DIFDX | HBLTX | DIFDX / HBLTX | |
| 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 | 7.983 | 66% |
| 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 | 3.54 | 81% |
| Returns for 1 year | 12.42 | 15.43 | 81% |
| Returns for 3 years | -3.14 | -0.41 | 768% |
| Returns for 5 years | 5.96 | 16.16 | 37% |
| Returns for 10 years | 24.73 | 39.33 | 63% |
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