DIFHX
Price
$11.88
Change
+$0.02 (+0.17%)
Updated
Feb 23, 6:59 PM EST
HBLIX
Price
$14.23
Change
+$0.04 (+0.28%)
Updated
Feb 23, 6:59 PM EST
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Compare predictions DIFHX vs HBLIX

Header iconDIFHX vs HBLIX Comparison
Open Charts DIFHX vs HBLIXBanner chart's image
MFS Diversified Income R6
Price$11.88
Change+$0.02 (+0.17%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income I
Price$14.23
Change+$0.04 (+0.28%)
VolumeN/A
CapitalizationN/A
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DIFHX vs HBLIX Comparison Chart

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VS
DIFHX vs. HBLIX commentary
Feb 25, 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 DIFHX is a Hold and HBLIX is a Hold.

FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.6B vs. DIFHX (2.27B). DIFHX pays higher dividends than HBLIX: DIFHX (3.93) vs HBLIX (3.57). DIFHX was incepted earlier than HBLIX: DIFHX (12 years) vs HBLIX (14 years). HBLIX (0.62) and DIFHX (0.61) have similar cost to investors .HBLIX (0.62) and DIFHX (0.61) is less costly to investors than . DIFHX is a more actively managed with annual turnover of: 62.00 vs. HBLIX (57.00). DIFHX has a lower initial minimum investment than HBLIX: DIFHX (0) vs HBLIX (2000). DIFHX annual gain was more profitable for investors over the last year : 7.13 vs. HBLIX (6.34). HBLIX return over 5 years is better than : 17.39 vs. DIFHX (13.72).
DIFHXHBLIXDIFHX / HBLIX
Total Expense Ratio0.550.6289%
Annual Report Gross Expense Ratio0.610.6298%
Fund Existence12 years14 years-
Gain YTD-0.589-0.490120%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRAN/A2000-
Net Assets2.27B12.6B18%
Annual Yield % from dividends3.933.57110%
Returns for 1 year7.136.34112%
Returns for 3 years-0.57-0.51112%
Returns for 5 years13.7217.3979%
Returns for 10 years36.4636.9299%
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