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DIFEX vs HBLAX
DIFEX vs HBLAX Comparison
Open Charts DIFEX vs HBLAX
MFS Diversified Income R2
Price$12.69
Change+$0.22 (+1.76%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income A
Price$14.85
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.63B
DIFEX vs HBLAX Comparison Chart in %
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DIFEX vs. HBLAX commentary
Feb 04, 2026
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 DIFEX is a Buy and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. DIFEX (1.85B). DIFEX pays higher dividends than HBLAX: DIFEX (5.15) vs HBLAX (3.21). DIFEX was incepted earlier than HBLAX: DIFEX (18 years) vs HBLAX (20 years). DIFEX (1.21) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 90.00 vs. DIFEX (48.00). DIFEX has a lower initial minimum investment than HBLAX: DIFEX (0) vs HBLAX (2000). DIFEX annual gain was more profitable for investors over the last year : 9.82 vs. HBLAX (5.86). DIFEX return over 5 years is better than : 14.80 vs. HBLAX (11.73).
| DIFEX | HBLAX | DIFEX / HBLAX | |
| Total Expense Ratio | 1.14 | 0.89 | 128% |
| Annual Report Gross Expense Ratio | 1.21 | 0.89 | 136% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 1.900 | 1.924 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.85B | 11.6B | 16% |
| Annual Yield % from dividends | 5.15 | 3.21 | 160% |
| Returns for 1 year | 9.82 | 5.86 | 168% |
| Returns for 3 years | 20.80 | 15.49 | 134% |
| Returns for 5 years | 14.80 | 11.73 | 126% |
| Returns for 10 years | 58.25 | 51.60 | 113% |
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