Ad is loading...
DIFHX vs HBLVX
DIFHX vs HBLVX Comparison
Open Charts DIFHX vs HBLVX
MFS Diversified Income R6
Price$12.11
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.93B
Hartford Balanced Income R6
Price$14.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.64B
DIFHX vs HBLVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DIFHX vs. HBLVX 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.6B vs. DIFHX (1.93B). DIFHX pays higher dividends than HBLVX: DIFHX (5.05) vs HBLVX (3.68). DIFHX was incepted earlier than HBLVX: DIFHX (13 years) vs HBLVX (11 years). DIFHX (0.61) is less costly to investors than HBLVX (0.56). HBLVX (61.00) and DIFHX (60.00) have comparable annual turnover. DIFHX (0) and HBLVX (0) have matching initial minimum investment requirements. DIFHX annual gain was more profitable for investors over the last year : 6.35 vs. HBLVX (2.66). DIFHX return over 5 years is better than : 23.60 vs. HBLVX (19.99).
| DIFHX | HBLVX | DIFHX / HBLVX | |
| Total Expense Ratio | 0.55 | 0.56 | 98% |
| Annual Report Gross Expense Ratio | 0.61 | 0.56 | 109% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 1.976 | 1.650 | 120% |
| 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 | 3.68 | 137% |
| Returns for 1 year | 6.35 | 2.66 | 239% |
| Returns for 3 years | 14.02 | 10.05 | 139% |
| Returns for 5 years | 23.60 | 19.99 | 118% |
| Returns for 10 years | 37.45 | 36.58 | 102% |
View a ticker or compare two or three
VS
VS
Ad is loading...