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DIFEX vs HBLAX
DIFEX vs HBLAX Comparison
Open Charts DIFEX vs HBLAX
MFS Diversified Income R2
Price$12.48
Change-$0.05 (-0.40%)
VolumeN/A
Net Assets1.87B
Hartford Balanced Income A
Price$15.07
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
DIFEX vs HBLAX Comparison Chart in %
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DIFEX vs. HBLAX commentary
Nov 14, 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 DIFEX is a Hold and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. DIFEX (1.87B). DIFEX pays higher dividends than HBLAX: DIFEX (4.95) vs HBLAX (3.29). DIFEX was incepted earlier than HBLAX: DIFEX (17 years) vs HBLAX (19 years). DIFEX (1.21) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 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 : 6.95 vs. HBLAX (3.28). DIFEX return over 5 years is better than : 16.06 vs. HBLAX (13.61).
| DIFEX | HBLAX | DIFEX / HBLAX | |
| Total Expense Ratio | 1.14 | 0.89 | 128% |
| Annual Report Gross Expense Ratio | 1.21 | 0.89 | 136% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 8.278 | 9.012 | 92% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.87B | 11.7B | 16% |
| Annual Yield % from dividends | 4.95 | 3.29 | 150% |
| Returns for 1 year | 6.95 | 3.28 | 212% |
| Returns for 3 years | 25.79 | 18.19 | 142% |
| Returns for 5 years | 16.06 | 13.61 | 118% |
| Returns for 10 years | 46.57 | 45.05 | 103% |
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