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DIFGX vs HBLRX
DIFGX vs HBLRX Comparison
Open Charts DIFGX vs HBLRX
MFS Diversified Income R4
Price$12.24
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$14.54
Change-$0.54 (-3.58%)
VolumeN/A
CapitalizationN/A
DIFGX vs HBLRX Comparison Chart
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DIFGX vs. HBLRX commentary
Dec 18, 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 StrongSell and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.3B vs. DIFGX (2.06B). DIFGX pays higher dividends than HBLRX: DIFGX (3.81) vs HBLRX (2.97). DIFGX was incepted earlier than HBLRX: DIFGX (16 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. HBLRX annual gain was more profitable for investors over the last year : 8.40 vs. DIFGX (7.65). HBLRX return over 5 years is better than : 12.02 vs. DIFGX (10.95).
| DIFGX | HBLRX | DIFGX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 6.326 | 7.224 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 12.3B | 17% |
| Annual Yield % from dividends | 3.81 | 2.97 | 128% |
| Returns for 1 year | 7.65 | 8.40 | 91% |
| Returns for 3 years | 1.93 | 2.58 | 75% |
| Returns for 5 years | 10.95 | 12.02 | 91% |
| Returns for 10 years | 37.80 | 34.24 | 110% |
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