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DIFAX vs HBLSX
DIFAX vs HBLSX Comparison
Open Charts DIFAX vs HBLSX
MFS Diversified Income A
Price$11.92
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income R4
Price$14.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.53B
DIFAX vs HBLSX Comparison Chart
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DIFAX vs. HBLSX 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.5B vs. DIFAX (1.91B). DIFAX pays higher dividends than HBLSX: DIFAX (4.58) vs HBLSX (3.26). DIFAX was incepted earlier than HBLSX: DIFAX (19 years) vs HBLSX (15 years). HBLSX (0.96) and DIFAX (0.95) have similar cost to investors . HBLSX (61.00) and DIFAX (60.00) have comparable annual turnover. HBLSX has a lower initial minimum investment than DIFAX: HBLSX (0) vs DIFAX (1000). DIFAX annual gain was more profitable for investors over the last year : 6.38 vs. HBLSX (3.92). DIFAX return over 5 years is better than : 18.72 vs. HBLSX (14.66).
| DIFAX | HBLSX | DIFAX / HBLSX | |
| Total Expense Ratio | 0.89 | 0.96 | 93% |
| Annual Report Gross Expense Ratio | 0.95 | 0.96 | 99% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | -0.470 | -0.073 | 646% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.91B | 11.5B | 17% |
| Annual Yield % from dividends | 4.58 | 3.26 | 140% |
| Returns for 1 year | 6.38 | 3.92 | 163% |
| Returns for 3 years | 4.39 | 3.01 | 146% |
| Returns for 5 years | 18.72 | 14.66 | 128% |
| Returns for 10 years | 29.04 | 28.69 | 101% |
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