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DIFFX vs HBLAX
DIFFX vs HBLAX Comparison
Open Charts DIFFX vs HBLAX
MFS Diversified Income R3
Price$12.10
Change-$0.15 (-1.22%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income A
Price$14.26
Change-$0.21 (-1.45%)
VolumeN/A
CapitalizationN/A
DIFFX vs HBLAX Comparison Chart
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DIFFX vs. HBLAX commentary
Dec 19, 2024
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 StrongSell and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. DIFFX (2.06B). DIFFX pays higher dividends than HBLAX: DIFFX (3.57) vs HBLAX (3.35). DIFFX was incepted earlier than HBLAX: DIFFX (16 years) vs HBLAX (18 years). DIFFX is a more actively managed with annual turnover of: 62.00 vs. HBLAX (57.00). DIFFX has a lower initial minimum investment than HBLAX: DIFFX (0) vs HBLAX (2000). HBLAX annual gain was more profitable for investors over the last year : 8.79 vs. DIFFX (7.38). HBLAX return over 5 years is better than : 13.84 vs. DIFFX (9.66).
| DIFFX | HBLAX | DIFFX / HBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 18 years | - |
| Gain YTD | 6.081 | 7.649 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.06B | 11.8B | 17% |
| Annual Yield % from dividends | 3.57 | 3.35 | 106% |
| Returns for 1 year | 7.38 | 8.79 | 84% |
| Returns for 3 years | 1.25 | 3.77 | 33% |
| Returns for 5 years | 9.66 | 13.84 | 70% |
| Returns for 10 years | 34.50 | 38.11 | 91% |
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