Interact to see
Advertisement
Advertisement
DIFDX vs HBLAX
DIFDX vs HBLAX Comparison
Open Charts DIFDX vs HBLAX
MFS Diversified Income R1
Price$12.50
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets1.9B
Hartford Balanced Income A
Price$15.10
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.91B
DIFDX vs HBLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DIFDX vs. HBLAX commentary
Sep 22, 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 Hold and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. DIFDX (1.9B). DIFDX pays higher dividends than HBLAX: DIFDX (4.20) vs HBLAX (3.28). 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 : 3.04 vs. HBLAX (2.06). HBLAX return over 5 years is better than : 16.52 vs. DIFDX (15.19).
| 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 | 6.675 | 8.340 | 80% |
| 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 | 4.20 | 3.28 | 128% |
| Returns for 1 year | 3.04 | 2.06 | 148% |
| Returns for 3 years | 23.37 | 19.67 | 119% |
| Returns for 5 years | 15.19 | 16.52 | 92% |
| Returns for 10 years | 38.67 | 48.41 | 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement