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DIFGX vs HBLRX
DIFGX vs HBLRX Comparison
Open Charts DIFGX vs HBLRX
MFS Diversified Income R4
Price$11.62
Change-$0.09 (-0.77%)
VolumeN/A
Net Assets1.88B
Hartford Balanced Income R3
Price$13.74
Change-$0.10 (-0.72%)
VolumeN/A
Net Assets11.35B
DIFGX vs HBLRX Comparison Chart
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DIFGX vs. HBLRX commentary
Apr 10, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.4B vs. DIFGX (1.88B). DIFGX pays higher dividends than HBLRX: DIFGX (4.83) vs HBLRX (2.96). DIFGX was incepted earlier than HBLRX: DIFGX (17 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than DIFGX (0.70). HBLRX (61.00) and DIFGX (60.00) have comparable annual turnover. DIFGX (0) and HBLRX (0) have matching initial minimum investment requirements. DIFGX annual gain was more profitable for investors over the last year : 2.49 vs. HBLRX (-0.93). DIFGX return over 5 years is better than : 18.91 vs. HBLRX (12.39).
| DIFGX | HBLRX | DIFGX / HBLRX | |
| Total Expense Ratio | 0.64 | 1.28 | 50% |
| Annual Report Gross Expense Ratio | 0.70 | 1.28 | 55% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | -1.833 | -2.194 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 11.4B | 17% |
| Annual Yield % from dividends | 4.83 | 2.96 | 163% |
| Returns for 1 year | 2.49 | -0.93 | -267% |
| Returns for 3 years | 2.65 | -1.43 | -186% |
| Returns for 5 years | 18.91 | 12.39 | 153% |
| Returns for 10 years | 31.84 | 23.22 | 137% |
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