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DIFEX vs HBLAX
DIFEX vs HBLAX Comparison
Open Charts DIFEX vs HBLAX
MFS Diversified Income R2
Price$12.09
Change-$0.15 (-1.23%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income A
Price$14.26
Change-$0.21 (-1.45%)
VolumeN/A
CapitalizationN/A
DIFEX vs HBLAX Comparison Chart
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DIFEX vs. HBLAX commentary
Dec 19, 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 DIFEX is a StrongSell and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. DIFEX (2.06B). HBLAX (3.35) and DIFEX (3.33) have matching dividends . DIFEX was incepted earlier than HBLAX: DIFEX (16 years) vs HBLAX (18 years). DIFEX is a more actively managed with annual turnover of: 62.00 vs. HBLAX (57.00). DIFEX has a lower initial minimum investment than HBLAX: DIFEX (0) vs HBLAX (2000). HBLAX annual gain was more profitable for investors over the last year : 8.79 vs. DIFEX (7.12). HBLAX return over 5 years is better than : 13.84 vs. DIFEX (8.29).
| DIFEX | HBLAX | DIFEX / 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 | 5.840 | 7.649 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.06B | 11.8B | 17% |
| Annual Yield % from dividends | 3.33 | 3.35 | 99% |
| Returns for 1 year | 7.12 | 8.79 | 81% |
| Returns for 3 years | 0.48 | 3.77 | 13% |
| Returns for 5 years | 8.29 | 13.84 | 60% |
| Returns for 10 years | 31.17 | 38.11 | 82% |
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