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DIFFX vs HBLSX
DIFFX vs HBLSX Comparison
Open Charts DIFFX vs HBLSX
MFS Diversified Income R3
Price$12.25
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$14.55
Change-$0.55 (-3.64%)
VolumeN/A
CapitalizationN/A
DIFFX vs HBLSX Comparison Chart
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DIFFX 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 DIFFX is a StrongSell and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.3B vs. DIFFX (2.06B). DIFFX pays higher dividends than HBLSX: DIFFX (3.57) vs HBLSX (3.25). DIFFX was incepted earlier than HBLSX: DIFFX (16 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. HBLSX annual gain was more profitable for investors over the last year : 8.72 vs. DIFFX (7.38). HBLSX return over 5 years is better than : 13.56 vs. DIFFX (9.66).
| DIFFX | HBLSX | DIFFX / 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 | 6.081 | 7.612 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 12.3B | 17% |
| Annual Yield % from dividends | 3.57 | 3.25 | 110% |
| Returns for 1 year | 7.38 | 8.72 | 85% |
| Returns for 3 years | 1.25 | 3.55 | 35% |
| Returns for 5 years | 9.66 | 13.56 | 71% |
| Returns for 10 years | 34.50 | 37.62 | 92% |
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