Interact to see
Advertisement
Advertisement
DIFDX vs HBLAX
DIFDX vs HBLAX Comparison
Open Charts DIFDX vs HBLAX
MFS Diversified Income R1
Price$12.19
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.92B
Hartford Balanced Income A
Price$14.53
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.74B
DIFDX vs HBLAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DIFDX vs. HBLAX commentary
Jun 07, 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 Buy and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. DIFDX (1.92B). DIFDX pays higher dividends than HBLAX: DIFDX (4.02) 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 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 : 5.55 vs. HBLAX (3.59). DIFDX (12.20) and HBLAX (12.06) 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 | 2.906 | 3.230 | 90% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.92B | 11.7B | 16% |
| Annual Yield % from dividends | 4.02 | 3.37 | 119% |
| Returns for 1 year | 5.55 | 3.59 | 155% |
| Returns for 3 years | 9.40 | 7.47 | 126% |
| Returns for 5 years | 12.20 | 12.06 | 101% |
| Returns for 10 years | 27.72 | 36.36 | 76% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement