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DIFHX vs HBLSX
DIFHX vs HBLSX Comparison
Open Charts DIFHX vs HBLSX
MFS Diversified Income R6
Price$12.10
Change-$0.14 (-1.14%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$14.34
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
DIFHX vs HBLSX Comparison Chart
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DIFHX vs. HBLSX 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 DIFHX is a StrongSell and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. DIFHX (2.06B). DIFHX pays higher dividends than HBLSX: DIFHX (3.90) vs HBLSX (3.25). DIFHX was incepted earlier than HBLSX: DIFHX (12 years) vs HBLSX (15 years). DIFHX is a more actively managed with annual turnover of: 62.00 vs. HBLSX (57.00). DIFHX (0) and HBLSX (0) have matching initial minimum investment requirements. HBLSX annual gain was more profitable for investors over the last year : 8.72 vs. DIFHX (7.75). HBLSX return over 5 years is better than : 13.56 vs. DIFHX (11.34).
| DIFHX | HBLSX | DIFHX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 6.414 | 7.612 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 11.8B | 17% |
| Annual Yield % from dividends | 3.90 | 3.25 | 120% |
| Returns for 1 year | 7.75 | 8.72 | 89% |
| Returns for 3 years | 2.11 | 3.55 | 59% |
| Returns for 5 years | 11.34 | 13.56 | 84% |
| Returns for 10 years | 37.24 | 37.62 | 99% |
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