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DIFDX vs HBLAX
DIFDX vs HBLAX Comparison
Open Charts DIFDX vs HBLAX
MFS Diversified Income R1
Price$11.91
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income A
Price$14.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.53B
DIFDX vs HBLAX Comparison Chart
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DIFDX vs. HBLAX 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 DIFDX is a StrongBuy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.5B vs. DIFDX (1.91B). DIFDX pays higher dividends than HBLAX: DIFDX (3.83) vs HBLAX (3.37). DIFDX was incepted earlier than HBLAX: DIFDX (17 years) vs HBLAX (19 years). DIFDX (1.70) is less costly to investors than HBLAX (0.89). HBLAX (61.00) and DIFDX (60.00) have comparable annual turnover. DIFDX has a lower initial minimum investment than HBLAX: DIFDX (0) vs HBLAX (2000). DIFDX annual gain was more profitable for investors over the last year : 5.58 vs. HBLAX (4.03). HBLAX (15.03) and DIFDX (14.56) have equivalent 5 years return.
| DIFDX | HBLAX | DIFDX / HBLAX | |
| Total Expense Ratio | 1.64 | 0.89 | 184% |
| Annual Report Gross Expense Ratio | 1.70 | 0.89 | 191% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | -0.576 | -0.042 | 1,359% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.91B | 11.5B | 17% |
| Annual Yield % from dividends | 3.83 | 3.37 | 114% |
| Returns for 1 year | 5.58 | 4.03 | 138% |
| Returns for 3 years | 2.16 | 3.30 | 65% |
| Returns for 5 years | 14.56 | 15.03 | 97% |
| Returns for 10 years | 21.09 | 29.16 | 72% |
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