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DIFEX vs HBLAX
DIFEX vs HBLAX Comparison
Open Charts DIFEX vs HBLAX
MFS Diversified Income R2
Price$12.47
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income A
Price$15.05
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets11.95B
DIFEX vs HBLAX Comparison Chart in %
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DIFEX vs. HBLAX commentary
Sep 08, 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 DIFEX is a Buy and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. DIFEX (1.91B). DIFEX pays higher dividends than HBLAX: DIFEX (4.70) vs HBLAX (3.28). DIFEX was incepted earlier than HBLAX: DIFEX (17 years) vs HBLAX (19 years). DIFEX (1.21) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. DIFEX (48.00). DIFEX has a lower initial minimum investment than HBLAX: DIFEX (0) vs HBLAX (2000). DIFEX annual gain was more profitable for investors over the last year : 4.88 vs. HBLAX (3.54). DIFEX return over 5 years is better than : 17.28 vs. HBLAX (16.29).
| DIFEX | HBLAX | DIFEX / HBLAX | |
| Total Expense Ratio | 1.14 | 0.89 | 128% |
| Annual Report Gross Expense Ratio | 1.21 | 0.89 | 136% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 7.113 | 8.125 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.91B | 12B | 16% |
| Annual Yield % from dividends | 4.70 | 3.28 | 143% |
| Returns for 1 year | 4.88 | 3.54 | 138% |
| Returns for 3 years | 23.35 | 18.67 | 125% |
| Returns for 5 years | 17.28 | 16.29 | 106% |
| Returns for 10 years | 45.64 | 47.43 | 96% |
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