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DIFDX vs HBLYX
DIFDX vs HBLYX Comparison
Open Charts DIFDX vs HBLYX
MFS Diversified Income R1
Price$12.07
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.01B
Hartford Balanced Income Y
Price$14.60
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets12.1B
DIFDX vs HBLYX Comparison Chart
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DIFDX vs. HBLYX commentary
Jan 19, 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 Hold and HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. DIFDX (2.01B). HBLYX pays higher dividends than DIFDX: HBLYX (3.51) vs DIFDX (2.86). DIFDX was incepted earlier than HBLYX: DIFDX (17 years) vs HBLYX (18 years). DIFDX is a more actively managed with annual turnover of: 62.00 vs. HBLYX (57.00). DIFDX has a lower initial minimum investment than HBLYX: DIFDX (0) vs HBLYX (250000). HBLYX (6.32) and DIFDX (6.23) have marching annual gain over last year. HBLYX return over 5 years is better than : 9.52 vs. DIFDX (2.63).
| DIFDX | HBLYX | DIFDX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 0.083 | 1.459 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 12.1B | 17% |
| Annual Yield % from dividends | 2.86 | 3.51 | 81% |
| Returns for 1 year | 6.23 | 6.32 | 99% |
| Returns for 3 years | -1.76 | 1.17 | -150% |
| Returns for 5 years | 2.63 | 9.52 | 28% |
| Returns for 10 years | 24.00 | 36.78 | 65% |
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