Ad is loading...
DIFIX vs HBLSX
DIFIX vs HBLSX Comparison
Open Charts DIFIX vs HBLSX
MFS Diversified Income I
Price$12.10
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets2.02B
Hartford Balanced Income R4
Price$14.50
Change-$0.06 (-0.41%)
VolumeN/A
Net Assets12.17B
DIFIX vs HBLSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DIFIX vs. HBLSX commentary
Jan 23, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.2B vs. DIFIX (2.02B). 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. DIFIX annual gain was more profitable for investors over the last year : 7.20 vs. HBLSX (5.92). HBLSX (8.18) and DIFIX (7.90) have equivalent 5 years return.
| 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 | 0.249 | 1.683 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 12.2B | 17% |
| Annual Yield % from dividends | 3.81 | 3.25 | 117% |
| Returns for 1 year | 7.20 | 5.92 | 122% |
| Returns for 3 years | 2.30 | 1.14 | 202% |
| Returns for 5 years | 7.90 | 8.18 | 97% |
| Returns for 10 years | 34.55 | 32.66 | 106% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EEMPX | 8.01 | 0.02 | +0.25% |
| MFS Emerging Markets Equity Research A | |||
| GEQZX | 60.21 | N/A | N/A |
| GuideStone Funds Equity Index Investor | |||
| GCSUX | 29.07 | N/A | N/A |
| Goldman Sachs Small Cap Eq Insghts R6 | |||
| WSCYX | 20.14 | -0.08 | -0.40% |
| Macquarie Small Cap Growth Y | |||
| EKGYX | 39.49 | -0.34 | -0.85% |
| Allspring Special Global Small Cap Admin | |||