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DIFAX vs HBLAX
DIFAX vs HBLAX Comparison
Open Charts DIFAX vs HBLAX
MFS Diversified Income A
Price$11.92
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income A
Price$14.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.53B
DIFAX vs HBLAX Comparison Chart
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DIFAX vs. HBLAX commentary
Apr 18, 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 StrongBuy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.5B vs. DIFAX (1.91B). DIFAX pays higher dividends than HBLAX: DIFAX (4.58) vs HBLAX (3.37). DIFAX was incepted earlier than HBLAX: DIFAX (19 years) vs HBLAX (19 years). DIFAX (0.95) is less costly to investors than HBLAX (0.89). HBLAX (61.00) and DIFAX (60.00) have comparable annual turnover. 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 : 6.38 vs. HBLAX (4.03). DIFAX return over 5 years is better than : 18.72 vs. HBLAX (15.03).
| DIFAX | HBLAX | DIFAX / HBLAX | |
| Total Expense Ratio | 0.89 | 0.89 | 100% |
| Annual Report Gross Expense Ratio | 0.95 | 0.89 | 107% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | -0.470 | -0.042 | 1,111% |
| Front Load | 4% | 6% | 77% |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 1.91B | 11.5B | 17% |
| Annual Yield % from dividends | 4.58 | 3.37 | 136% |
| Returns for 1 year | 6.38 | 4.03 | 158% |
| Returns for 3 years | 4.39 | 3.30 | 133% |
| Returns for 5 years | 18.72 | 15.03 | 125% |
| Returns for 10 years | 29.04 | 29.16 | 100% |
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