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DIFIX vs HBLTX
DIFIX vs HBLTX Comparison
Open Charts DIFIX vs HBLTX
MFS Diversified Income I
Price$12.63
Change-$0.04 (-0.32%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$15.42
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
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DIFIX vs HBLTX Comparison Chart
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DIFIX vs. HBLTX commentary
Sep 21, 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 HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.8B vs. DIFIX (2.19B). DIFIX pays higher dividends than HBLTX: DIFIX (3.81) vs HBLTX (3.54). DIFIX was incepted earlier than HBLTX: DIFIX (18 years) vs HBLTX (14 years). DIFIX is a more actively managed with annual turnover of: 62.00 vs. HBLTX (57.00). DIFIX (0) and HBLTX (0) have matching initial minimum investment requirements. DIFIX (15.60) and HBLTX (15.02) have marching annual gain over last year. HBLTX return over 5 years is better than : 18.55 vs. DIFIX (15.13).
| DIFIX | HBLTX | DIFIX / HBLTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 8.244 | 8.693 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 12.8B | 17% |
| Annual Yield % from dividends | 3.81 | 3.54 | 108% |
| Returns for 1 year | 15.60 | 15.02 | 104% |
| Returns for 3 years | 2.35 | 1.18 | 199% |
| Returns for 5 years | 15.13 | 18.55 | 82% |
| Returns for 10 years | 41.17 | 41.27 | 100% |
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