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DIFFX vs HBLYX
DIFFX vs HBLYX Comparison
Open Charts DIFFX vs HBLYX
MFS Diversified Income R3
Price$12.25
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$14.70
Change-$0.54 (-3.54%)
VolumeN/A
CapitalizationN/A
DIFFX vs HBLYX Comparison Chart
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DIFFX 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 DIFFX is a StrongSell and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.3B vs. DIFFX (2.06B). DIFFX (3.57) and HBLYX (3.51) have matching dividends . DIFFX was incepted earlier than HBLYX: DIFFX (16 years) vs HBLYX (18 years). DIFFX is a more actively managed with annual turnover of: 62.00 vs. HBLYX (57.00). DIFFX has a lower initial minimum investment than HBLYX: DIFFX (0) vs HBLYX (250000). HBLYX annual gain was more profitable for investors over the last year : 9.02 vs. DIFFX (7.38). HBLYX return over 5 years is better than : 15.15 vs. DIFFX (9.66).
| DIFFX | HBLYX | DIFFX / 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 | 6.081 | 7.844 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 12.3B | 17% |
| Annual Yield % from dividends | 3.57 | 3.51 | 102% |
| Returns for 1 year | 7.38 | 9.02 | 82% |
| Returns for 3 years | 1.25 | 4.49 | 28% |
| Returns for 5 years | 9.66 | 15.15 | 64% |
| Returns for 10 years | 34.50 | 41.42 | 83% |
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