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DIFEX vs HBLAX
DIFEX vs HBLAX Comparison
Open Charts DIFEX vs HBLAX
MFS Diversified Income R2
Price$12.51
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.9B
Hartford Balanced Income A
Price$15.08
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
DIFEX vs HBLAX Comparison Chart in %
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DIFEX vs. HBLAX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. DIFEX (1.9B). DIFEX pays higher dividends than HBLAX: DIFEX (4.82) vs HBLAX (3.29). 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 : 5.29 vs. HBLAX (3.28). DIFEX return over 5 years is better than : 17.72 vs. HBLAX (16.65).
| 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 | 7.737 | 9.012 | 86% |
| 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 | 4.82 | 3.29 | 147% |
| Returns for 1 year | 5.29 | 3.28 | 161% |
| Returns for 3 years | 30.73 | 25.00 | 123% |
| Returns for 5 years | 17.72 | 16.65 | 106% |
| Returns for 10 years | 44.02 | 46.59 | 94% |
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