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DIFAX vs HBLAX
DIFAX vs HBLAX Comparison
Open Charts DIFAX vs HBLAX
MFS Diversified Income A
Price$12.47
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.9B
Hartford Balanced Income A
Price$15.04
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.94B
DIFAX vs HBLAX Comparison Chart in %
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DIFAX vs. HBLAX commentary
Aug 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. DIFAX (1.9B). 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 : 4.61 vs. HBLAX (3.27). DIFAX return over 5 years is better than : 17.39 vs. HBLAX (15.75).
| 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 | 6.174 | 7.838 | 79% |
| Front Load | 4% | 6% | 77% |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 1.9B | 11.9B | 16% |
| Annual Yield % from dividends | 4.91 | 3.35 | 146% |
| Returns for 1 year | 4.61 | 3.27 | 141% |
| Returns for 3 years | 20.97 | 15.64 | 134% |
| Returns for 5 years | 17.39 | 15.75 | 110% |
| Returns for 10 years | 46.01 | 46.93 | 98% |
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