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DIFHX vs HBLRX
DIFHX vs HBLRX Comparison
Open Charts DIFHX vs HBLRX
MFS Diversified Income R6
Price$12.10
Change-$0.12 (-0.98%)
VolumeN/A
Net Assets1.97B
Hartford Balanced Income R3
Price$14.37
Change-$0.23 (-1.58%)
VolumeN/A
Net Assets11.99B
DIFHX vs HBLRX Comparison Chart
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DIFHX vs. HBLRX commentary
Apr 05, 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 DIFHX is a Hold and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. DIFHX (1.97B). DIFHX pays higher dividends than HBLRX: DIFHX (4.92) vs HBLRX (2.96). DIFHX was incepted earlier than HBLRX: DIFHX (13 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than DIFHX (0.61). HBLRX (61.00) and DIFHX (60.00) have comparable annual turnover. DIFHX (0) and HBLRX (0) have matching initial minimum investment requirements. DIFHX annual gain was more profitable for investors over the last year : 6.96 vs. HBLRX (4.22). DIFHX return over 5 years is better than : 33.29 vs. HBLRX (26.71).
| DIFHX | HBLRX | DIFHX / HBLRX | |
| Total Expense Ratio | 0.55 | 1.28 | 43% |
| Annual Report Gross Expense Ratio | 0.61 | 1.28 | 48% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 2.465 | 3.177 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 12B | 16% |
| Annual Yield % from dividends | 4.92 | 2.96 | 167% |
| Returns for 1 year | 6.96 | 4.22 | 165% |
| Returns for 3 years | 6.23 | 3.24 | 192% |
| Returns for 5 years | 33.29 | 26.71 | 125% |
| Returns for 10 years | 37.11 | 30.74 | 121% |
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