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DIFDX vs HBLAX
DIFDX vs HBLAX Comparison
Open Charts DIFDX vs HBLAX
MFS Diversified Income R1
Price$12.26
Change-$0.03 (-0.24%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income A
Price$15.03
Change-$0.04 (-0.27%)
VolumeN/A
CapitalizationN/A
DIFDX vs HBLAX Comparison Chart
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DIFDX vs. HBLAX commentary
Nov 18, 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 Sell and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.4B vs. DIFDX (2.08B). 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 : 15.22 vs. DIFDX (12.42). HBLAX return over 5 years is better than : 14.99 vs. DIFDX (5.96).
| 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 | 5.238 | 7.792 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.08B | 12.4B | 17% |
| Annual Yield % from dividends | 2.86 | 3.35 | 85% |
| Returns for 1 year | 12.42 | 15.22 | 82% |
| Returns for 3 years | -3.14 | -1.13 | 278% |
| Returns for 5 years | 5.96 | 14.99 | 40% |
| Returns for 10 years | 24.73 | 36.48 | 68% |
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