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DIFGX vs HBLRX
DIFGX vs HBLRX Comparison
Open Charts DIFGX vs HBLRX
MFS Diversified Income R4
Price$12.23
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets2B
Hartford Balanced Income R3
Price$14.67
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
DIFGX vs HBLRX Comparison Chart
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DIFGX vs. HBLRX commentary
Feb 23, 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 DIFGX is a Buy and HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.1B vs. DIFGX (2B). DIFGX pays higher dividends than HBLRX: DIFGX (3.81) vs HBLRX (2.97). DIFGX was incepted earlier than HBLRX: DIFGX (17 years) vs HBLRX (15 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 : 8.01 vs. HBLRX (6.15). DIFGX return over 5 years is better than : 8.19 vs. HBLRX (7.17).
| DIFGX | HBLRX | DIFGX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 1.680 | 2.875 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 12.1B | 17% |
| Annual Yield % from dividends | 3.81 | 2.97 | 128% |
| Returns for 1 year | 8.01 | 6.15 | 130% |
| Returns for 3 years | 6.27 | 3.47 | 181% |
| Returns for 5 years | 8.19 | 7.17 | 114% |
| Returns for 10 years | 37.27 | 29.93 | 125% |
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