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DIFHX vs HBLRX
DIFHX vs HBLRX Comparison
Open Charts DIFHX vs HBLRX
MFS Diversified Income R6
Price$12.50
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$15.09
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DIFHX vs HBLRX Comparison Chart
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DIFHX vs. HBLRX commentary
Sep 16, 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 StrongBuy and HBLRX is a Sell.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.7B vs. DIFHX (2.19B). DIFHX pays higher dividends than HBLRX: DIFHX (3.90) vs HBLRX (2.97). DIFHX was incepted earlier than HBLRX: DIFHX (12 years) vs HBLRX (14 years). DIFHX is a more actively managed with annual turnover of: 62.00 vs. HBLRX (57.00). DIFHX (0) and HBLRX (0) have matching initial minimum investment requirements. DIFHX annual gain was more profitable for investors over the last year : 15.00 vs. HBLRX (13.28). DIFHX (16.46) and HBLRX (15.69) have equivalent 5 years return.
| DIFHX | HBLRX | DIFHX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 8.309 | 7.823 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 12.7B | 17% |
| Annual Yield % from dividends | 3.90 | 2.97 | 131% |
| Returns for 1 year | 15.00 | 13.28 | 113% |
| Returns for 3 years | 1.97 | -1.29 | -152% |
| Returns for 5 years | 16.46 | 15.69 | 105% |
| Returns for 10 years | 42.45 | 34.62 | 123% |
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