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DIFHX vs HBLYX
DIFHX vs HBLYX Comparison
Open Charts DIFHX vs HBLYX
MFS Diversified Income R6
Price$12.50
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$15.24
Change-$0.06 (-0.39%)
VolumeN/A
CapitalizationN/A
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DIFHX vs HBLYX Comparison Chart
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DIFHX vs. HBLYX commentary
Sep 08, 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 HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.5B vs. DIFHX (2.17B). DIFHX pays higher dividends than HBLYX: DIFHX (3.90) vs HBLYX (3.51). DIFHX was incepted earlier than HBLYX: DIFHX (12 years) vs HBLYX (18 years). DIFHX is a more actively managed with annual turnover of: 62.00 vs. HBLYX (57.00). DIFHX has a lower initial minimum investment than HBLYX: DIFHX (0) vs HBLYX (250000). DIFHX annual gain was more profitable for investors over the last year : 14.79 vs. HBLYX (14.05). HBLYX return over 5 years is better than : 17.45 vs. DIFHX (14.65).
| DIFHX | HBLYX | DIFHX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 18 years | - |
| Gain YTD | 7.451 | 7.360 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 12.5B | 17% |
| Annual Yield % from dividends | 3.90 | 3.51 | 111% |
| Returns for 1 year | 14.79 | 14.05 | 105% |
| Returns for 3 years | 0.15 | -1.27 | -12% |
| Returns for 5 years | 14.65 | 17.45 | 84% |
| Returns for 10 years | 39.32 | 39.99 | 98% |
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