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DIFEX vs HBLAX
DIFEX vs HBLAX Comparison
Open Charts DIFEX vs HBLAX
MFS Diversified Income R2
Price$11.76
Change+$0.14 (+1.20%)
VolumeN/A
Net Assets1.88B
Hartford Balanced Income A
Price$14.02
Change+$0.36 (+2.64%)
VolumeN/A
Net Assets11.26B
DIFEX vs HBLAX Comparison Chart
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DIFEX vs. HBLAX commentary
Apr 11, 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 Hold and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.3B vs. DIFEX (1.88B). DIFEX pays higher dividends than HBLAX: DIFEX (4.33) vs HBLAX (3.37). DIFEX was incepted earlier than HBLAX: DIFEX (17 years) vs HBLAX (19 years). DIFEX (1.20) is less costly to investors than HBLAX (0.89). HBLAX (61.00) and DIFEX (60.00) have comparable annual turnover. 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 : 0.77 vs. HBLAX (-1.74). DIFEX return over 5 years is better than : 15.18 vs. HBLAX (13.46).
| DIFEX | HBLAX | DIFEX / HBLAX | |
| Total Expense Ratio | 1.14 | 0.89 | 128% |
| Annual Report Gross Expense Ratio | 1.20 | 0.89 | 135% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | -2.629 | -2.817 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.88B | 11.3B | 17% |
| Annual Yield % from dividends | 4.33 | 3.37 | 128% |
| Returns for 1 year | 0.77 | -1.74 | -44% |
| Returns for 3 years | 0.34 | -1.08 | -32% |
| Returns for 5 years | 15.18 | 13.46 | 113% |
| Returns for 10 years | 24.53 | 25.85 | 95% |
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