Interact to see
Advertisement
Advertisement
DIFAX vs HBLAX
DIFAX vs HBLAX Comparison
Open Charts DIFAX vs HBLAX
MFS Diversified Income A
Price$12.21
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income A
Price$14.60
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.77B
DIFAX vs HBLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DIFAX vs. HBLAX commentary
Jun 22, 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 Hold and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. DIFAX (1.91B). DIFAX pays higher dividends than HBLAX: DIFAX (4.77) 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 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 : 6.34 vs. HBLAX (4.30). DIFAX return over 5 years is better than : 17.70 vs. HBLAX (14.85).
| 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 | 3.142 | 3.871 | 81% |
| 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 | 4.77 | 3.37 | 142% |
| Returns for 1 year | 6.34 | 4.30 | 147% |
| Returns for 3 years | 18.84 | 15.73 | 120% |
| Returns for 5 years | 17.70 | 14.85 | 119% |
| Returns for 10 years | 35.22 | 36.10 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers