Ad is loading...
DIFEX vs HBLAX
DIFEX vs HBLAX Comparison
Open Charts DIFEX vs HBLAX
MFS Diversified Income R2
Price$12.22
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets2B
Hartford Balanced Income A
Price$14.59
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
DIFEX vs HBLAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DIFEX vs. HBLAX commentary
Feb 23, 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: 12.1B vs. DIFEX (2B). HBLAX (3.35) and DIFEX (3.33) have matching dividends . DIFEX was incepted earlier than HBLAX: DIFEX (17 years) vs HBLAX (19 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). DIFEX annual gain was more profitable for investors over the last year : 7.48 vs. HBLAX (6.46). HBLAX return over 5 years is better than : 8.83 vs. DIFEX (5.50).
| DIFEX | HBLAX | DIFEX / HBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 1.639 | 2.891 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2B | 12.1B | 17% |
| Annual Yield % from dividends | 3.33 | 3.35 | 99% |
| Returns for 1 year | 7.48 | 6.46 | 116% |
| Returns for 3 years | 4.68 | 4.60 | 102% |
| Returns for 5 years | 5.50 | 8.83 | 62% |
| Returns for 10 years | 30.55 | 33.61 | 91% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JEVIX | 9.30 | 0.05 | +0.54% |
| JHancock Disciplined Value Em Mkts Eq I | |||
| VSIEX | 20.11 | -0.12 | -0.59% |
| JPMorgan International Equity I | |||
| ALCEX | 14.51 | -0.30 | -2.03% |
| Avantis U.S. Large Cap Value G | |||
| SVPIX | 107.03 | -2.29 | -2.09% |
| ProFunds Small Cap Value Inv | |||
| LVOAX | 18.65 | -0.46 | -2.41% |
| Lord Abbett Value Opportunities A | |||