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DIFDX vs HBLYX
DIFDX vs HBLYX Comparison
Open Charts DIFDX vs HBLYX
MFS Diversified Income R1
Price$12.09
Change-$0.14 (-1.14%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$14.48
Change-$0.22 (-1.50%)
VolumeN/A
CapitalizationN/A
DIFDX vs HBLYX Comparison Chart
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DIFDX vs. HBLYX commentary
Dec 19, 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 StrongSell and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. DIFDX (2.06B). HBLYX pays higher dividends than DIFDX: HBLYX (3.51) vs DIFDX (2.86). DIFDX was incepted earlier than HBLYX: DIFDX (16 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 annual gain was more profitable for investors over the last year : 9.02 vs. DIFDX (6.59). HBLYX return over 5 years is better than : 15.15 vs. DIFDX (5.60).
| DIFDX | HBLYX | DIFDX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 18 years | - |
| Gain YTD | 5.360 | 7.844 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 11.8B | 17% |
| Annual Yield % from dividends | 2.86 | 3.51 | 81% |
| Returns for 1 year | 6.59 | 9.02 | 73% |
| Returns for 3 years | -1.03 | 4.49 | -23% |
| Returns for 5 years | 5.60 | 15.15 | 37% |
| Returns for 10 years | 24.76 | 41.42 | 60% |
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