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DIFEX vs HBLAX
DIFEX vs HBLAX Comparison
Open Charts DIFEX vs HBLAX
MFS Diversified Income R2
Price$12.08
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets2.01B
Hartford Balanced Income A
Price$14.37
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
DIFEX vs HBLAX Comparison Chart
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DIFEX vs. HBLAX commentary
Jan 19, 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: 12.1B vs. DIFEX (2.01B). HBLAX (3.35) and DIFEX (3.33) have matching dividends . DIFEX was incepted earlier than HBLAX: DIFEX (17 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). DIFEX annual gain was more profitable for investors over the last year : 6.76 vs. HBLAX (5.97). HBLAX return over 5 years is better than : 8.26 vs. DIFEX (5.25).
| DIFEX | HBLAX | DIFEX / HBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 0.083 | 1.340 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.01B | 12.1B | 17% |
| Annual Yield % from dividends | 3.33 | 3.35 | 99% |
| Returns for 1 year | 6.76 | 5.97 | 113% |
| Returns for 3 years | -0.26 | 0.35 | -74% |
| Returns for 5 years | 5.25 | 8.26 | 64% |
| Returns for 10 years | 30.37 | 33.45 | 91% |
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