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DIFIX vs HBLSX
DIFIX vs HBLSX Comparison
Open Charts DIFIX vs HBLSX
MFS Diversified Income I
Price$11.70
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets1.9B
Hartford Balanced Income R4
Price$13.92
Change-$0.19 (-1.35%)
VolumeN/A
Net Assets11.55B
DIFIX vs HBLSX Comparison Chart
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DIFIX vs. HBLSX commentary
Apr 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 DIFIX is a Hold and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. DIFIX (1.9B). DIFIX pays higher dividends than HBLSX: DIFIX (4.83) vs HBLSX (3.26). DIFIX was incepted earlier than HBLSX: DIFIX (19 years) vs HBLSX (15 years). HBLSX (0.96) is less costly to investors than DIFIX (0.70). HBLSX (61.00) and DIFIX (60.00) have comparable annual turnover. DIFIX (0) and HBLSX (0) have matching initial minimum investment requirements. DIFIX annual gain was more profitable for investors over the last year : 3.88 vs. HBLSX (2.03). DIFIX return over 5 years is better than : 19.39 vs. HBLSX (16.15).
| DIFIX | HBLSX | DIFIX / HBLSX | |
| Total Expense Ratio | 0.64 | 0.96 | 67% |
| Annual Report Gross Expense Ratio | 0.70 | 0.96 | 73% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | -1.332 | -0.214 | 622% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 11.6B | 16% |
| Annual Yield % from dividends | 4.83 | 3.26 | 148% |
| Returns for 1 year | 3.88 | 2.03 | 191% |
| Returns for 3 years | 3.78 | 2.26 | 167% |
| Returns for 5 years | 19.39 | 16.15 | 120% |
| Returns for 10 years | 31.07 | 29.06 | 107% |
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