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DIFDX vs HBLAX
DIFDX vs HBLAX Comparison
Open Charts DIFDX vs HBLAX
MFS Diversified Income R1
Price$12.46
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.9B
Hartford Balanced Income A
Price$15.04
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.94B
DIFDX vs HBLAX Comparison Chart in %
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DIFDX vs. HBLAX commentary
Aug 30, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. DIFDX (1.9B). DIFDX pays higher dividends than HBLAX: DIFDX (4.16) vs HBLAX (3.35). DIFDX was incepted earlier than HBLAX: DIFDX (17 years) vs HBLAX (19 years). DIFDX (1.71) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. DIFDX (48.00). 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 : 3.83 vs. HBLAX (3.27). HBLAX return over 5 years is better than : 15.75 vs. DIFDX (13.26).
| DIFDX | HBLAX | DIFDX / HBLAX | |
| Total Expense Ratio | 1.64 | 0.89 | 184% |
| Annual Report Gross Expense Ratio | 1.71 | 0.89 | 192% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 5.803 | 7.838 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.9B | 11.9B | 16% |
| Annual Yield % from dividends | 4.16 | 3.35 | 124% |
| Returns for 1 year | 3.83 | 3.27 | 117% |
| Returns for 3 years | 18.40 | 15.64 | 118% |
| Returns for 5 years | 13.26 | 15.75 | 84% |
| Returns for 10 years | 36.84 | 46.93 | 78% |
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