Interact to see
Advertisement
Advertisement
DIFDX vs HBLAX
DIFDX vs HBLAX Comparison
Open Charts DIFDX vs HBLAX
MFS Diversified Income R1
Price$12.29
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income A
Price$14.69
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.82B
DIFDX vs HBLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DIFDX vs. HBLAX commentary
Jul 19, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. DIFDX (1.91B). DIFDX pays higher dividends than HBLAX: DIFDX (4.04) 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 : 4.24 vs. HBLAX (2.49). HBLAX return over 5 years is better than : 14.43 vs. DIFDX (13.52).
| 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 | 3.872 | 5.255 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.91B | 11.8B | 16% |
| Annual Yield % from dividends | 4.04 | 3.35 | 121% |
| Returns for 1 year | 4.24 | 2.49 | 170% |
| Returns for 3 years | 17.28 | 15.93 | 108% |
| Returns for 5 years | 13.52 | 14.43 | 94% |
| Returns for 10 years | 28.17 | 39.13 | 72% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers