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DIFHX vs HBLTX
DIFHX vs HBLTX Comparison
Open Charts DIFHX vs HBLTX
MFS Diversified Income R6
Price$12.10
Change-$0.14 (-1.14%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$14.37
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
DIFHX vs HBLTX Comparison Chart
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DIFHX vs. HBLTX 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 HBLTX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. DIFHX (2.06B). DIFHX pays higher dividends than HBLTX: DIFHX (3.90) vs HBLTX (3.54). DIFHX was incepted earlier than HBLTX: DIFHX (12 years) vs HBLTX (15 years). DIFHX is a more actively managed with annual turnover of: 62.00 vs. HBLTX (57.00). DIFHX (0) and HBLTX (0) have matching initial minimum investment requirements. HBLTX annual gain was more profitable for investors over the last year : 9.10 vs. DIFHX (7.75). HBLTX return over 5 years is better than : 15.08 vs. DIFHX (11.34).
| DIFHX | HBLTX | DIFHX / HBLTX | |
| 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 | 7.912 | 81% |
| 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 | 3.54 | 110% |
| Returns for 1 year | 7.75 | 9.10 | 85% |
| Returns for 3 years | 2.11 | 4.50 | 47% |
| Returns for 5 years | 11.34 | 15.08 | 75% |
| Returns for 10 years | 37.24 | 40.97 | 91% |
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