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DIFAX vs HBLAX
DIFAX vs HBLAX Comparison
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DIFAX vs. HBLAX commentary
Jun 19, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.2B vs. DIFAX (1.8B). DIFAX pays higher dividends than HBLAX: DIFAX (5.49) vs HBLAX (3.19). DIFAX was incepted earlier than HBLAX: DIFAX (20 years) vs HBLAX (20 years). DIFAX (0.96) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 90.00 vs. DIFAX (43.00). 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 : 11.06 vs. HBLAX (5.93). DIFAX return over 5 years is better than : 15.40 vs. HBLAX (6.98).
| DIFAX | HBLAX | DIFAX / HBLAX | |
| Total Expense Ratio | 0.89 | 0.89 | 100% |
| Annual Report Gross Expense Ratio | 0.96 | 0.89 | 108% |
| Fund Existence | 20 years | 20 years | - |
| Gain YTD | 4.824 | 3.532 | 137% |
| Front Load | 4% | 6% | 77% |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 1.8B | 11.2B | 16% |
| Annual Yield % from dividends | 5.49 | 3.19 | 172% |
| Returns for 1 year | 11.06 | 5.93 | 187% |
| Returns for 3 years | 27.39 | 18.90 | 145% |
| Returns for 5 years | 15.40 | 6.98 | 221% |
| Returns for 10 years | 53.72 | 41.81 | 129% |
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