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DIFIX vs HBLAX
DIFIX vs HBLAX Comparison
Open Charts DIFIX vs HBLAX
MFS Diversified Income I
Price$11.70
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets1.9B
Hartford Balanced Income A
Price$13.84
Change-$0.18 (-1.28%)
VolumeN/A
Net Assets11.55B
DIFIX vs HBLAX Comparison Chart
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DIFIX 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 DIFIX is a Hold and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. DIFIX (1.9B). DIFIX pays higher dividends than HBLAX: DIFIX (4.83) vs HBLAX (3.37). DIFIX was incepted earlier than HBLAX: DIFIX (19 years) vs HBLAX (19 years). HBLAX (0.89) is less costly to investors than DIFIX (0.70). HBLAX (61.00) and DIFIX (60.00) have comparable annual turnover. DIFIX has a lower initial minimum investment than HBLAX: DIFIX (0) vs HBLAX (2000). DIFIX annual gain was more profitable for investors over the last year : 3.88 vs. HBLAX (2.13). DIFIX return over 5 years is better than : 19.39 vs. HBLAX (16.45).
| DIFIX | HBLAX | DIFIX / HBLAX | |
| Total Expense Ratio | 0.64 | 0.89 | 72% |
| Annual Report Gross Expense Ratio | 0.70 | 0.89 | 79% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | -1.332 | -0.256 | 521% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.9B | 11.6B | 16% |
| Annual Yield % from dividends | 4.83 | 3.37 | 143% |
| Returns for 1 year | 3.88 | 2.13 | 182% |
| Returns for 3 years | 3.78 | 2.47 | 153% |
| Returns for 5 years | 19.39 | 16.45 | 118% |
| Returns for 10 years | 31.07 | 29.45 | 105% |
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