Ad is loading...
DIFDX vs HBLTX
DIFDX vs HBLTX Comparison
Open Charts DIFDX vs HBLTX
MFS Diversified Income R1
Price$12.66
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$15.43
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DIFDX vs HBLTX Comparison Chart
Loading...
DIFDX vs. HBLTX commentary
Sep 20, 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 StrongBuy and HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.7B vs. DIFDX (2.19B). 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 (15.02) and DIFDX (14.56) have marching annual gain over last year. HBLTX return over 5 years is better than : 18.55 vs. DIFDX (9.70).
| 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 | 7.618 | 8.693 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 12.7B | 17% |
| Annual Yield % from dividends | 2.86 | 3.54 | 81% |
| Returns for 1 year | 14.56 | 15.02 | 97% |
| Returns for 3 years | -0.51 | 1.18 | -44% |
| Returns for 5 years | 9.70 | 18.55 | 52% |
| Returns for 10 years | 29.61 | 41.27 | 72% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers