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DIFDX vs HBLAX
DIFDX vs HBLAX Comparison
Open Charts DIFDX vs HBLAX
MFS Diversified Income R1
Price$12.09
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.93B
Hartford Balanced Income A
Price$14.27
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
DIFDX vs HBLAX Comparison Chart
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DIFDX vs. HBLAX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. DIFDX (1.93B). DIFDX pays higher dividends than HBLAX: DIFDX (3.94) vs HBLAX (3.41). 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 : 5.82 vs. HBLAX (2.79). HBLAX (18.10) and DIFDX (17.36) 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 | 1.774 | 1.594 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.93B | 11.7B | 17% |
| Annual Yield % from dividends | 3.94 | 3.41 | 116% |
| Returns for 1 year | 5.82 | 2.79 | 208% |
| Returns for 3 years | 10.37 | 9.05 | 114% |
| Returns for 5 years | 17.36 | 18.10 | 96% |
| Returns for 10 years | 24.62 | 32.33 | 76% |
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