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DIFAX vs HBLSX
DIFAX vs HBLSX Comparison
Open Charts DIFAX vs HBLSX
MFS Diversified Income A
Price$12.34
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.01B
Hartford Balanced Income R4
Price$14.78
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets12.18B
DIFAX vs HBLSX Comparison Chart
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DIFAX vs. HBLSX commentary
Mar 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.2B vs. DIFAX (2.01B). DIFAX pays higher dividends than HBLSX: DIFAX (3.57) vs HBLSX (3.25). DIFAX was incepted earlier than HBLSX: DIFAX (19 years) vs HBLSX (15 years). DIFAX is a more actively managed with annual turnover of: 62.00 vs. HBLSX (57.00). 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 : 8.11 vs. HBLSX (7.13). HBLSX return over 5 years is better than : 15.20 vs. DIFAX (13.31).
| DIFAX | HBLSX | DIFAX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 2.490 | 3.647 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 2.01B | 12.2B | 16% |
| Annual Yield % from dividends | 3.57 | 3.25 | 110% |
| Returns for 1 year | 8.11 | 7.13 | 114% |
| Returns for 3 years | 7.06 | 5.16 | 137% |
| Returns for 5 years | 13.31 | 15.20 | 88% |
| Returns for 10 years | 33.24 | 34.73 | 96% |
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