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DIFIX vs HBLYX
DIFIX vs HBLYX Comparison
Open Charts DIFIX vs HBLYX
MFS Diversified Income I
Price$12.33
Change+$0.02 (+0.16%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$15.40
Change+$0.04 (+0.26%)
VolumeN/A
CapitalizationN/A
DIFIX vs HBLYX Comparison Chart
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DIFIX vs. HBLYX 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.5B vs. DIFIX (2.08B). DIFIX pays higher dividends than HBLYX: DIFIX (3.81) vs HBLYX (3.51). DIFIX was incepted earlier than HBLYX: DIFIX (19 years) vs HBLYX (18 years). DIFIX is a more actively managed with annual turnover of: 62.00 vs. HBLYX (57.00). DIFIX has a lower initial minimum investment than HBLYX: DIFIX (0) vs HBLYX (250000). HBLYX annual gain was more profitable for investors over the last year : 15.20 vs. DIFIX (13.20). HBLYX return over 5 years is better than : 17.07 vs. DIFIX (12.00).
| DIFIX | HBLYX | DIFIX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 6.461 | 8.693 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 12.5B | 17% |
| Annual Yield % from dividends | 3.81 | 3.51 | 108% |
| Returns for 1 year | 13.20 | 15.20 | 87% |
| Returns for 3 years | 0.48 | 0.75 | 64% |
| Returns for 5 years | 12.00 | 17.07 | 70% |
| Returns for 10 years | 35.99 | 40.18 | 90% |
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