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DIFGX vs HBLSX
DIFGX vs HBLSX Comparison
Open Charts DIFGX vs HBLSX
MFS Diversified Income R4
Price$12.18
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets2.01B
Hartford Balanced Income R4
Price$14.63
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets12.14B
DIFGX vs HBLSX Comparison Chart
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DIFGX vs. HBLSX commentary
Jan 31, 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 StrongBuy and HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.1B vs. DIFGX (2.01B). DIFGX pays higher dividends than HBLSX: DIFGX (3.81) vs HBLSX (3.25). DIFGX was incepted earlier than HBLSX: DIFGX (17 years) vs HBLSX (15 years). DIFGX is a more actively managed with annual turnover of: 62.00 vs. HBLSX (57.00). DIFGX (0) and HBLSX (0) have matching initial minimum investment requirements. DIFGX annual gain was more profitable for investors over the last year : 6.49 vs. HBLSX (5.91). HBLSX (9.42) and DIFGX (9.02) have equivalent 5 years return.
| DIFGX | HBLSX | DIFGX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 0.497 | 2.174 | 23% |
| 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 | 3.25 | 117% |
| Returns for 1 year | 6.49 | 5.91 | 110% |
| Returns for 3 years | 2.66 | 1.24 | 214% |
| Returns for 5 years | 9.02 | 9.42 | 96% |
| Returns for 10 years | 36.96 | 33.99 | 109% |
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