Ad is loading...
DIFIX vs HBLYX
DIFIX vs HBLYX Comparison
Open Charts DIFIX vs HBLYX
MFS Diversified Income I
Price$12.07
Change+$0.05 (+0.42%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$14.52
Change+$0.09 (+0.62%)
VolumeN/A
CapitalizationN/A
DIFIX vs HBLYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DIFIX vs. HBLYX commentary
Dec 24, 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. DIFIX (2.02B). 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). DIFIX annual gain was more profitable for investors over the last year : 5.71 vs. HBLYX (3.66). HBLYX (9.42) and DIFIX (9.21) have equivalent 5 years return.
| 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 | 4.849 | 2.749 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 12B | 17% |
| Annual Yield % from dividends | 3.81 | 3.51 | 108% |
| Returns for 1 year | 5.71 | 3.66 | 156% |
| Returns for 3 years | 0.48 | -0.26 | -188% |
| Returns for 5 years | 9.21 | 9.42 | 98% |
| Returns for 10 years | 35.08 | 34.44 | 102% |
View a ticker or compare two or three
VS
VS
Ad is loading...