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DIFHX vs HBLVX
DIFHX vs HBLVX Comparison
Open Charts DIFHX vs HBLVX
MFS Diversified Income R6
Price$12.53
Change-$0.05 (-0.40%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R6
Price$15.46
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
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DIFHX vs HBLVX Comparison Chart
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DIFHX vs. HBLVX commentary
Oct 18, 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 StrongBuy and HBLVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12.7B vs. DIFHX (2.16B). DIFHX pays higher dividends than HBLVX: DIFHX (3.90) vs HBLVX (3.62). DIFHX was incepted earlier than HBLVX: DIFHX (12 years) vs HBLVX (10 years). DIFHX is a more actively managed with annual turnover of: 62.00 vs. HBLVX (57.00). DIFHX (0) and HBLVX (0) have matching initial minimum investment requirements. HBLVX (19.51) and DIFHX (19.28) have marching annual gain over last year. HBLVX return over 5 years is better than : 20.25 vs. DIFHX (14.67).
| DIFHX | HBLVX | DIFHX / HBLVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 8.407 | 9.706 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 12.7B | 17% |
| Annual Yield % from dividends | 3.90 | 3.62 | 108% |
| Returns for 1 year | 19.28 | 19.51 | 99% |
| Returns for 3 years | 2.93 | 2.01 | 146% |
| Returns for 5 years | 14.67 | 20.25 | 72% |
| Returns for 10 years | 43.95 | N/A | - |
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