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DIFDX vs HBLVX
DIFDX vs HBLVX Comparison
Open Charts DIFDX vs HBLVX
MFS Diversified Income R1
Price$12.66
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R6
Price$15.55
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DIFDX vs HBLVX Comparison Chart
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DIFDX vs. HBLVX commentary
Sep 21, 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12.7B vs. DIFDX (2.19B). HBLVX pays higher dividends than DIFDX: HBLVX (3.62) vs DIFDX (2.86). DIFDX was incepted earlier than HBLVX: DIFDX (16 years) vs HBLVX (10 years). DIFDX is a more actively managed with annual turnover of: 62.00 vs. HBLVX (57.00). DIFDX (0) and HBLVX (0) have matching initial minimum investment requirements. HBLVX (15.10) and DIFDX (14.56) have marching annual gain over last year. HBLVX return over 5 years is better than : 19.10 vs. DIFDX (9.70).
| DIFDX | HBLVX | DIFDX / HBLVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 7.618 | 8.757 | 87% |
| 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 | 3.62 | 79% |
| Returns for 1 year | 14.56 | 15.10 | 96% |
| Returns for 3 years | -0.51 | 1.55 | -33% |
| Returns for 5 years | 9.70 | 19.10 | 51% |
| Returns for 10 years | 29.61 | N/A | - |
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