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DIFIX vs HBLTX
DIFIX vs HBLTX Comparison
Open Charts DIFIX vs HBLTX
MFS Diversified Income I
Price$12.32
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$15.22
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
DIFIX vs HBLTX Comparison Chart
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DIFIX vs. HBLTX commentary
Nov 14, 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 StrongSell and HBLTX is a Sell.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.5B vs. DIFIX (2.09B). 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. HBLTX annual gain was more profitable for investors over the last year : 18.10 vs. DIFIX (16.05). HBLTX return over 5 years is better than : 17.24 vs. DIFIX (12.09).
| 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 | 6.547 | 8.696 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 12.5B | 17% |
| Annual Yield % from dividends | 3.81 | 3.54 | 108% |
| Returns for 1 year | 16.05 | 18.10 | 89% |
| Returns for 3 years | -0.09 | -0.11 | 81% |
| Returns for 5 years | 12.09 | 17.24 | 70% |
| Returns for 10 years | 36.75 | 40.45 | 91% |
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