Ad is loading...
DIFGX vs HBLYX
DIFGX vs HBLYX Comparison
Open Charts DIFGX vs HBLYX
MFS Diversified Income R4
Price$12.24
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$14.70
Change-$0.54 (-3.54%)
VolumeN/A
CapitalizationN/A
DIFGX vs HBLYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DIFGX vs. HBLYX commentary
Dec 19, 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.3B vs. DIFGX (2.06B). DIFGX pays higher dividends than HBLYX: DIFGX (3.81) vs HBLYX (3.51). DIFGX was incepted earlier than HBLYX: DIFGX (16 years) vs HBLYX (18 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). HBLYX annual gain was more profitable for investors over the last year : 9.02 vs. DIFGX (7.65). HBLYX return over 5 years is better than : 15.15 vs. DIFGX (10.95).
| DIFGX | HBLYX | DIFGX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 18 years | - |
| Gain YTD | 6.326 | 7.844 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 12.3B | 17% |
| Annual Yield % from dividends | 3.81 | 3.51 | 108% |
| Returns for 1 year | 7.65 | 9.02 | 85% |
| Returns for 3 years | 1.93 | 4.49 | 43% |
| Returns for 5 years | 10.95 | 15.15 | 72% |
| Returns for 10 years | 37.80 | 41.42 | 91% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IDRV | 30.40 | 0.18 | +0.58% |
| iShares Self-Driving EV and Tech ETF | |||
| LGOV | 21.20 | 0.02 | +0.09% |
| First Trust Long Duration Opp ETF | |||
| RPHS | 10.42 | -0.04 | -0.39% |
| Regents Park Hedged Market Strategy ETF | |||
| JGRO | 84.34 | -0.40 | -0.47% |
| JPMorgan Active Growth ETF | |||
| SPCX | 23.50 | -0.12 | -0.51% |
| SPAC and New Issue ETF | |||