Interact to see
Advertisement
Advertisement
DIFHX vs HBLVX
DIFHX vs HBLVX Comparison
Open Charts DIFHX vs HBLVX
MFS Diversified Income R6
Price$12.31
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income R6
Price$14.93
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.86B
DIFHX vs HBLVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DIFHX vs. HBLVX commentary
Jul 14, 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 Hold and HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.9B vs. DIFHX (1.91B). DIFHX pays higher dividends than HBLVX: DIFHX (5.13) vs HBLVX (3.61). DIFHX was incepted earlier than HBLVX: DIFHX (13 years) vs HBLVX (11 years). DIFHX (0.62) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. DIFHX (48.00). DIFHX (0) and HBLVX (0) have matching initial minimum investment requirements. DIFHX annual gain was more profitable for investors over the last year : 6.33 vs. HBLVX (4.87). DIFHX return over 5 years is better than : 21.13 vs. HBLVX (19.13).
| DIFHX | HBLVX | DIFHX / HBLVX | |
| Total Expense Ratio | 0.55 | 0.56 | 98% |
| Annual Report Gross Expense Ratio | 0.62 | 0.56 | 111% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 4.605 | 5.695 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 11.9B | 16% |
| Annual Yield % from dividends | 5.13 | 3.61 | 142% |
| Returns for 1 year | 6.33 | 4.87 | 130% |
| Returns for 3 years | 21.02 | 17.28 | 122% |
| Returns for 5 years | 21.13 | 19.13 | 110% |
| Returns for 10 years | 41.84 | 44.06 | 95% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TVRRX | 83.41 | -0.48 | -0.57% |
| Thornburg Small/Mid Cap Core R5 | |||
| JIGTX | 32.48 | -0.26 | -0.79% |
| JHancock International Growth R6 | |||
| ACVRX | 10.43 | -0.09 | -0.86% |
| American Century International Val R | |||
| VKSDX | 10.43 | -0.12 | -1.14% |
| Virtus KAR Small-Mid Cap Value A | |||
| GSCOX | 27.01 | -0.49 | -1.78% |
| Goldman Sachs Small Cap Gr Insghts C | |||