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DIFFX vs HBLAX
DIFFX vs HBLAX Comparison
Open Charts DIFFX vs HBLAX
MFS Diversified Income R3
Price$12.11
Change-$0.12 (-0.98%)
VolumeN/A
Net Assets1.97B
Hartford Balanced Income A
Price$14.29
Change-$0.22 (-1.52%)
VolumeN/A
Net Assets11.99B
DIFFX vs HBLAX Comparison Chart
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DIFFX vs. HBLAX commentary
Apr 04, 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 DIFFX is a Hold and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. DIFFX (1.97B). DIFFX pays higher dividends than HBLAX: DIFFX (4.58) vs HBLAX (3.37). DIFFX was incepted earlier than HBLAX: DIFFX (17 years) vs HBLAX (19 years). DIFFX (0.95) is less costly to investors than HBLAX (0.89). HBLAX (61.00) and DIFFX (60.00) have comparable annual turnover. DIFFX has a lower initial minimum investment than HBLAX: DIFFX (0) vs HBLAX (2000). DIFFX annual gain was more profitable for investors over the last year : 6.59 vs. HBLAX (4.60). DIFFX return over 5 years is better than : 31.28 vs. HBLAX (28.74).
| DIFFX | HBLAX | DIFFX / HBLAX | |
| Total Expense Ratio | 0.89 | 0.89 | 100% |
| Annual Report Gross Expense Ratio | 0.95 | 0.89 | 107% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 2.462 | 3.230 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.97B | 12B | 16% |
| Annual Yield % from dividends | 4.58 | 3.37 | 136% |
| Returns for 1 year | 6.59 | 4.60 | 143% |
| Returns for 3 years | 5.35 | 4.33 | 123% |
| Returns for 5 years | 31.28 | 28.74 | 109% |
| Returns for 10 years | 34.18 | 34.56 | 99% |
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