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DIFGX vs HBLRX
DIFGX vs HBLRX Comparison
Open Charts DIFGX vs HBLRX
MFS Diversified Income R4
Price$12.08
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.01B
Hartford Balanced Income R3
Price$14.45
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
DIFGX vs HBLRX Comparison Chart
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DIFGX vs. HBLRX 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 DIFGX is a Hold and HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.1B vs. DIFGX (2.01B). 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 : 7.30 vs. HBLRX (5.60). DIFGX return over 5 years is better than : 7.84 vs. HBLRX (6.54).
| 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 | 0.000 | 1.332 | - |
| 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 | 3.81 | 2.97 | 128% |
| Returns for 1 year | 7.30 | 5.60 | 130% |
| Returns for 3 years | 1.18 | -0.72 | -164% |
| Returns for 5 years | 7.84 | 6.54 | 120% |
| Returns for 10 years | 36.96 | 29.77 | 124% |
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