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DIFGX vs HBLRX
DIFGX vs HBLRX Comparison
Open Charts DIFGX vs HBLRX
MFS Diversified Income R4
Price$12.64
Change-$0.04 (-0.32%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$15.38
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
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DIFGX vs HBLRX Comparison Chart
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DIFGX vs. HBLRX 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 DIFGX is a StrongBuy and HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.8B vs. DIFGX (2.19B). DIFGX pays higher dividends than HBLRX: DIFGX (3.81) vs HBLRX (2.97). DIFGX was incepted earlier than HBLRX: DIFGX (16 years) vs HBLRX (14 years). DIFGX is a more actively managed with annual turnover of: 62.00 vs. HBLRX (57.00). DIFGX (0) and HBLRX (0) have matching initial minimum investment requirements. DIFGX annual gain was more profitable for investors over the last year : 15.69 vs. HBLRX (14.31). HBLRX (15.44) and DIFGX (15.34) have equivalent 5 years return.
| DIFGX | HBLRX | DIFGX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 8.330 | 8.176 | 102% |
| 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 | 3.81 | 2.97 | 128% |
| Returns for 1 year | 15.69 | 14.31 | 110% |
| Returns for 3 years | 2.46 | -0.67 | -365% |
| Returns for 5 years | 15.34 | 15.44 | 99% |
| Returns for 10 years | 43.03 | 34.47 | 125% |
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