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DIFAX vs HBLAX
DIFAX vs HBLAX Comparison
Open Charts DIFAX vs HBLAX
MFS Diversified Income A
Price$12.33
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income A
Price$14.75
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.83B
DIFAX vs HBLAX Comparison Chart in %
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DIFAX vs. HBLAX commentary
Aug 07, 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 DIFAX is a Buy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. DIFAX (1.91B). DIFAX pays higher dividends than HBLAX: DIFAX (4.91) vs HBLAX (3.35). DIFAX was incepted earlier than HBLAX: DIFAX (19 years) vs HBLAX (19 years). DIFAX (0.96) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. DIFAX (48.00). HBLAX initial investment is less costly to investors than DIFAX (4%) vs DIFAX (4%). DIFAX has a lower initial minimum investment than HBLAX: DIFAX (1000) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to DIFAX: HBLAX (2000) vs DIFAX (250). DIFAX annual gain was more profitable for investors over the last year : 6.41 vs. HBLAX (4.89). DIFAX return over 5 years is better than : 16.17 vs. HBLAX (13.22).
| DIFAX | HBLAX | DIFAX / HBLAX | |
| Total Expense Ratio | 0.89 | 0.89 | 100% |
| Annual Report Gross Expense Ratio | 0.96 | 0.89 | 108% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 5.152 | 5.972 | 86% |
| Front Load | 4% | 6% | 77% |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 1.91B | 11.8B | 16% |
| Annual Yield % from dividends | 4.91 | 3.35 | 146% |
| Returns for 1 year | 6.41 | 4.89 | 131% |
| Returns for 3 years | 17.68 | 12.47 | 142% |
| Returns for 5 years | 16.17 | 13.22 | 122% |
| Returns for 10 years | 40.45 | 40.60 | 100% |
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