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DIFFX vs HBLSX
DIFFX vs HBLSX Comparison
Open Charts DIFFX vs HBLSX
MFS Diversified Income R3
Price$12.09
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets2.01B
Hartford Balanced Income R4
Price$14.46
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
DIFFX vs HBLSX Comparison Chart
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DIFFX vs. HBLSX 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 DIFFX is a Hold and HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.1B vs. DIFFX (2.01B). DIFFX pays higher dividends than HBLSX: DIFFX (3.57) vs HBLSX (3.25). DIFFX was incepted earlier than HBLSX: DIFFX (17 years) vs HBLSX (15 years). DIFFX is a more actively managed with annual turnover of: 62.00 vs. HBLSX (57.00). DIFFX (0) and HBLSX (0) have matching initial minimum investment requirements. DIFFX annual gain was more profitable for investors over the last year : 7.03 vs. HBLSX (5.93). HBLSX return over 5 years is better than : 7.95 vs. DIFFX (6.59).
| DIFFX | HBLSX | DIFFX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 0.083 | 1.403 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 12.1B | 17% |
| Annual Yield % from dividends | 3.57 | 3.25 | 110% |
| Returns for 1 year | 7.03 | 5.93 | 119% |
| Returns for 3 years | 0.58 | 0.23 | 257% |
| Returns for 5 years | 6.59 | 7.95 | 83% |
| Returns for 10 years | 33.69 | 33.07 | 102% |
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