DIFHX
Price
$11.86
Change
+$0.04 (+0.34%)
Updated
Feb 22, 6:59 PM EST
HBLTX
Price
$14.29
Change
+$0.05 (+0.35%)
Updated
Feb 22, 6:59 PM EST
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Analysis and predictions DIFHX vs HBLTX

Header iconDIFHX vs HBLTX Comparison
Open Charts DIFHX vs HBLTXBanner chart's image
MFS Diversified Income R6
Price$11.86
Change+$0.04 (+0.34%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$14.29
Change+$0.05 (+0.35%)
VolumeN/A
CapitalizationN/A
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DIFHX vs HBLTX Comparison Chart

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VS
DIFHX vs. HBLTX commentary
Feb 23, 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 Hold and HBLTX is a Hold.

FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.5B vs. DIFHX (2.26B). DIFHX pays higher dividends than HBLTX: DIFHX (3.93) vs HBLTX (3.52). DIFHX was incepted earlier than HBLTX: DIFHX (12 years) vs HBLTX (14 years). HBLTX (0.65) is less costly to investors than DIFHX (0.61). 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. DIFHX annual gain was more profitable for investors over the last year : 7.32 vs. HBLTX (6.44). HBLTX return over 5 years is better than : 17.08 vs. DIFHX (13.53).
DIFHXHBLTXDIFHX / HBLTX
Total Expense Ratio0.550.6585%
Annual Report Gross Expense Ratio0.610.6594%
Fund Existence12 years14 years-
Gain YTD-0.756-0.76499%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.26B12.5B18%
Annual Yield % from dividends3.933.52112%
Returns for 1 year7.326.44114%
Returns for 3 years-0.59-0.7381%
Returns for 5 years13.5317.0879%
Returns for 10 years36.3536.7599%
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