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DIFGX vs HBLYX
DIFGX vs HBLYX Comparison
Open Charts DIFGX vs HBLYX
MFS Diversified Income R4
Price$12.23
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets2B
Hartford Balanced Income Y
Price$14.82
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets12.12B
DIFGX vs HBLYX Comparison Chart
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DIFGX vs. HBLYX commentary
Feb 23, 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 Buy and HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. DIFGX (2B). DIFGX pays higher dividends than HBLYX: DIFGX (3.81) vs HBLYX (3.51). DIFGX was incepted earlier than HBLYX: DIFGX (17 years) vs HBLYX (19 years). DIFGX is a more actively managed with annual turnover of: 62.00 vs. HBLYX (57.00). DIFGX has a lower initial minimum investment than HBLYX: DIFGX (0) vs HBLYX (250000). DIFGX annual gain was more profitable for investors over the last year : 8.01 vs. HBLYX (6.80). HBLYX return over 5 years is better than : 10.09 vs. DIFGX (8.19).
| DIFGX | HBLYX | DIFGX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 1.680 | 2.988 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 12.1B | 17% |
| Annual Yield % from dividends | 3.81 | 3.51 | 108% |
| Returns for 1 year | 8.01 | 6.80 | 118% |
| Returns for 3 years | 6.27 | 5.40 | 116% |
| Returns for 5 years | 8.19 | 10.09 | 81% |
| Returns for 10 years | 37.27 | 36.83 | 101% |
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