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DIFIX vs HBLSX
DIFIX vs HBLSX Comparison
Open Charts DIFIX vs HBLSX
MFS Diversified Income I
Price$12.33
Change+$0.02 (+0.16%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$15.26
Change+$0.04 (+0.26%)
VolumeN/A
CapitalizationN/A
DIFIX vs HBLSX Comparison Chart
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DIFIX vs. HBLSX commentary
Nov 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 DIFIX is a StrongBuy and HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.5B vs. DIFIX (2.08B). DIFIX pays higher dividends than HBLSX: DIFIX (3.81) vs HBLSX (3.25). DIFIX was incepted earlier than HBLSX: DIFIX (19 years) vs HBLSX (15 years). DIFIX is a more actively managed with annual turnover of: 62.00 vs. HBLSX (57.00). DIFIX (0) and HBLSX (0) have matching initial minimum investment requirements. HBLSX annual gain was more profitable for investors over the last year : 14.86 vs. DIFIX (13.20). HBLSX return over 5 years is better than : 15.46 vs. DIFIX (12.00).
| DIFIX | HBLSX | DIFIX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 6.461 | 8.467 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 12.5B | 17% |
| Annual Yield % from dividends | 3.81 | 3.25 | 117% |
| Returns for 1 year | 13.20 | 14.86 | 89% |
| Returns for 3 years | 0.48 | -0.19 | -259% |
| Returns for 5 years | 12.00 | 15.46 | 78% |
| Returns for 10 years | 35.99 | 36.32 | 99% |
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