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DIFAX vs HBLCX
DIFAX vs HBLCX Comparison
Open Charts DIFAX vs HBLCX
MFS Diversified Income A
Price$12.48
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets1.89B
Hartford Balanced Income C
Price$14.67
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets11.76B
DIFAX vs HBLCX Comparison Chart in %
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DIFAX vs. HBLCX commentary
Sep 29, 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 DIFAX is a Buy and HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. DIFAX (1.89B). DIFAX pays higher dividends than HBLCX: DIFAX (4.94) vs HBLCX (2.58). DIFAX was incepted earlier than HBLCX: DIFAX (19 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than DIFAX (0.96). HBLCX is a more actively managed with annual turnover of: 61.00 vs. DIFAX (48.00). DIFAX has a lower initial minimum investment than HBLCX: DIFAX (1000) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to DIFAX: HBLCX (2000) vs DIFAX (250). DIFAX annual gain was more profitable for investors over the last year : 3.82 vs. HBLCX (1.07). DIFAX return over 5 years is better than : 20.93 vs. HBLCX (13.82).
| DIFAX | HBLCX | DIFAX / HBLCX | |
| Total Expense Ratio | 0.89 | 1.64 | 54% |
| Annual Report Gross Expense Ratio | 0.96 | 1.64 | 59% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 6.859 | 7.503 | 91% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | 250 | 2000 | 13% |
| Net Assets | 1.89B | 11.8B | 16% |
| Annual Yield % from dividends | 4.94 | 2.58 | 191% |
| Returns for 1 year | 3.82 | 1.07 | 358% |
| Returns for 3 years | 30.87 | 22.12 | 140% |
| Returns for 5 years | 20.93 | 13.82 | 151% |
| Returns for 10 years | 49.99 | 39.90 | 125% |
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