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DIFGX vs HBLSX
DIFGX vs HBLSX Comparison
Open Charts DIFGX vs HBLSX
MFS Diversified Income R4
Price$12.64
Change-$0.04 (-0.32%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$15.39
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
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DIFGX vs HBLSX Comparison Chart
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DIFGX vs. HBLSX commentary
Sep 21, 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 StrongBuy and HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.8B vs. DIFGX (2.19B). DIFGX pays higher dividends than HBLSX: DIFGX (3.81) vs HBLSX (3.25). DIFGX was incepted earlier than HBLSX: DIFGX (16 years) vs HBLSX (14 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 : 15.69 vs. HBLSX (14.63). HBLSX return over 5 years is better than : 16.95 vs. DIFGX (15.34).
| DIFGX | HBLSX | DIFGX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 8.330 | 8.476 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 12.8B | 17% |
| Annual Yield % from dividends | 3.81 | 3.25 | 117% |
| Returns for 1 year | 15.69 | 14.63 | 107% |
| Returns for 3 years | 2.46 | 0.26 | 963% |
| Returns for 5 years | 15.34 | 16.95 | 91% |
| Returns for 10 years | 43.03 | 37.93 | 113% |
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