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DIFHX vs HBLTX
DIFHX vs HBLTX Comparison
Open Charts DIFHX vs HBLTX
MFS Diversified Income R6
Price$12.11
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.93B
Hartford Balanced Income R5
Price$14.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.64B
DIFHX vs HBLTX Comparison Chart
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DIFHX vs. HBLTX commentary
May 11, 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 StrongBuy and HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.6B vs. DIFHX (1.93B). DIFHX pays higher dividends than HBLTX: DIFHX (5.05) vs HBLTX (3.60). DIFHX was incepted earlier than HBLTX: DIFHX (13 years) vs HBLTX (15 years). HBLTX (0.66) is less costly to investors than DIFHX (0.61). HBLTX (61.00) and DIFHX (60.00) have comparable annual turnover. DIFHX (0) and HBLTX (0) have matching initial minimum investment requirements. DIFHX annual gain was more profitable for investors over the last year : 6.35 vs. HBLTX (2.50). DIFHX return over 5 years is better than : 23.60 vs. HBLTX (19.31).
| DIFHX | HBLTX | DIFHX / HBLTX | |
| Total Expense Ratio | 0.55 | 0.66 | 83% |
| Annual Report Gross Expense Ratio | 0.61 | 0.66 | 92% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 1.976 | 1.636 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 11.6B | 17% |
| Annual Yield % from dividends | 5.05 | 3.60 | 140% |
| Returns for 1 year | 6.35 | 2.50 | 254% |
| Returns for 3 years | 14.02 | 9.64 | 145% |
| Returns for 5 years | 23.60 | 19.31 | 122% |
| Returns for 10 years | 37.45 | 35.25 | 106% |
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