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DIFIX vs HBLAX
DIFIX vs HBLAX Comparison
Open Charts DIFIX vs HBLAX
MFS Diversified Income I
Price$12.07
Change+$0.05 (+0.42%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income A
Price$14.29
Change+$0.08 (+0.56%)
VolumeN/A
CapitalizationN/A
DIFIX vs HBLAX Comparison Chart
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DIFIX vs. HBLAX commentary
Dec 24, 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 DIFIX is a StrongSell and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. DIFIX (2.02B). DIFIX pays higher dividends than HBLAX: DIFIX (3.81) vs HBLAX (3.35). DIFIX was incepted earlier than HBLAX: DIFIX (19 years) vs HBLAX (18 years). DIFIX is a more actively managed with annual turnover of: 62.00 vs. HBLAX (57.00). 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 : 5.71 vs. HBLAX (3.28). DIFIX return over 5 years is better than : 9.21 vs. HBLAX (8.09).
| DIFIX | HBLAX | DIFIX / HBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 4.849 | 2.485 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.02B | 12B | 17% |
| Annual Yield % from dividends | 3.81 | 3.35 | 114% |
| Returns for 1 year | 5.71 | 3.28 | 174% |
| Returns for 3 years | 0.48 | -1.02 | -47% |
| Returns for 5 years | 9.21 | 8.09 | 114% |
| Returns for 10 years | 35.08 | 31.10 | 113% |
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