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DIFAX vs HBLAX
DIFAX vs HBLAX Comparison
Open Charts DIFAX vs HBLAX
MFS Diversified Income A
Price$12.10
Change-$0.14 (-1.14%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income A
Price$14.26
Change-$0.21 (-1.45%)
VolumeN/A
CapitalizationN/A
DIFAX vs HBLAX Comparison Chart
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DIFAX vs. HBLAX commentary
Dec 19, 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 DIFAX is a StrongSell and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. DIFAX (2.06B). DIFAX pays higher dividends than HBLAX: DIFAX (3.57) vs HBLAX (3.35). DIFAX was incepted earlier than HBLAX: DIFAX (19 years) vs HBLAX (18 years). DIFAX is a more actively managed with annual turnover of: 62.00 vs. HBLAX (57.00). 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). HBLAX annual gain was more profitable for investors over the last year : 8.79 vs. DIFAX (7.39). HBLAX return over 5 years is better than : 13.84 vs. DIFAX (9.54).
| DIFAX | HBLAX | DIFAX / HBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 6.084 | 7.649 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 2.06B | 11.8B | 17% |
| Annual Yield % from dividends | 3.57 | 3.35 | 106% |
| Returns for 1 year | 7.39 | 8.79 | 84% |
| Returns for 3 years | 1.07 | 3.77 | 28% |
| Returns for 5 years | 9.54 | 13.84 | 69% |
| Returns for 10 years | 32.77 | 38.11 | 86% |
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