Ad is loading...
DIFEX vs HBLSX
DIFEX vs HBLSX Comparison
Open Charts DIFEX vs HBLSX
MFS Diversified Income R2
Price$12.09
Change-$0.15 (-1.23%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$14.34
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
DIFEX vs HBLSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DIFEX vs. HBLSX 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 DIFEX is a StrongSell and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. DIFEX (2.06B). DIFEX (3.33) and HBLSX (3.25) have matching dividends . DIFEX was incepted earlier than HBLSX: DIFEX (16 years) vs HBLSX (15 years). DIFEX is a more actively managed with annual turnover of: 62.00 vs. HBLSX (57.00). DIFEX (0) and HBLSX (0) have matching initial minimum investment requirements. HBLSX annual gain was more profitable for investors over the last year : 8.72 vs. DIFEX (7.12). HBLSX return over 5 years is better than : 13.56 vs. DIFEX (8.29).
| DIFEX | HBLSX | DIFEX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 5.840 | 7.612 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 11.8B | 17% |
| Annual Yield % from dividends | 3.33 | 3.25 | 102% |
| Returns for 1 year | 7.12 | 8.72 | 82% |
| Returns for 3 years | 0.48 | 3.55 | 14% |
| Returns for 5 years | 8.29 | 13.56 | 61% |
| Returns for 10 years | 31.17 | 37.62 | 83% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TMDIX | 18.01 | N/A | N/A |
| AMG TimesSquare Mid Cap Growth Z | |||
| PWJZX | 31.46 | N/A | N/A |
| PGIM Jennison International Opps Z | |||
| POEFX | 10.45 | -0.08 | -0.76% |
| Principal Origin Emerging Markets R6 | |||
| SGPIX | 117.18 | -1.61 | -1.36% |
| ProFunds Small Cap Growth Inv | |||
| PRNCX | 9.65 | -0.20 | -2.00% |
| T. Rowe Price Intl Disciplined Eq Adv | |||