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DIFEX vs HBLVX
DIFEX vs HBLVX Comparison
Open Charts DIFEX vs HBLVX
MFS Diversified Income R2
Price$12.64
Change-$0.03 (-0.24%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R6
Price$15.54
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
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DIFEX vs HBLVX Comparison Chart
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DIFEX 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 DIFEX is a StrongBuy and HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12.8B vs. DIFEX (2.19B). HBLVX pays higher dividends than DIFEX: HBLVX (3.62) vs DIFEX (3.33). DIFEX was incepted earlier than HBLVX: DIFEX (16 years) vs HBLVX (10 years). DIFEX is a more actively managed with annual turnover of: 62.00 vs. HBLVX (57.00). DIFEX (0) and HBLVX (0) have matching initial minimum investment requirements. HBLVX (15.10) and DIFEX (15.03) have marching annual gain over last year. HBLVX return over 5 years is better than : 19.10 vs. DIFEX (12.48).
| DIFEX | HBLVX | DIFEX / 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 | 7.885 | 8.757 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 12.8B | 17% |
| Annual Yield % from dividends | 3.33 | 3.62 | 92% |
| Returns for 1 year | 15.03 | 15.10 | 99% |
| Returns for 3 years | 0.92 | 1.55 | 60% |
| Returns for 5 years | 12.48 | 19.10 | 65% |
| Returns for 10 years | 36.04 | N/A | - |
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