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DIFDX vs HBLAX
DIFDX vs HBLAX Comparison
Open Charts DIFDX vs HBLAX
MFS Diversified Income R1
Price$12.09
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
DIFDX vs HBLAX Comparison Chart
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DIFDX 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 DIFDX is a StrongSell and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. DIFDX (2.06B). HBLAX pays higher dividends than DIFDX: HBLAX (3.35) vs DIFDX (2.86). DIFDX was incepted earlier than HBLAX: DIFDX (16 years) vs HBLAX (18 years). DIFDX is a more actively managed with annual turnover of: 62.00 vs. HBLAX (57.00). DIFDX has a lower initial minimum investment than HBLAX: DIFDX (0) vs HBLAX (2000). HBLAX annual gain was more profitable for investors over the last year : 8.79 vs. DIFDX (6.59). HBLAX return over 5 years is better than : 13.84 vs. DIFDX (5.60).
| DIFDX | HBLAX | DIFDX / HBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 18 years | - |
| Gain YTD | 5.360 | 7.649 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.06B | 11.8B | 17% |
| Annual Yield % from dividends | 2.86 | 3.35 | 85% |
| Returns for 1 year | 6.59 | 8.79 | 75% |
| Returns for 3 years | -1.03 | 3.77 | -27% |
| Returns for 5 years | 5.60 | 13.84 | 40% |
| Returns for 10 years | 24.76 | 38.11 | 65% |
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