Interact to see
Advertisement
Advertisement
DIFEX vs HBLAX
DIFEX vs HBLAX Comparison
Open Charts DIFEX vs HBLAX
MFS Diversified Income R2
Price$12.49
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income A
Price$15.32
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets11.76B
DIFEX vs HBLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DIFEX vs. HBLAX commentary
Dec 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 StrongBuy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. DIFEX (1.85B). DIFEX pays higher dividends than HBLAX: DIFEX (5.02) vs HBLAX (3.23). 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 : 6.18 vs. HBLAX (5.06). DIFEX (14.39) and HBLAX (13.73) have equivalent 5 years return.
| 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 | 8.191 | 11.110 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.85B | 11.8B | 16% |
| Annual Yield % from dividends | 5.02 | 3.23 | 155% |
| Returns for 1 year | 6.18 | 5.06 | 122% |
| Returns for 3 years | 21.98 | 17.00 | 129% |
| Returns for 5 years | 14.39 | 13.73 | 105% |
| Returns for 10 years | 48.58 | 52.66 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SDIV | 24.13 | 0.10 | +0.42% |
| Global X SuperDividend™ ETF | |||
| AVUQ | 60.89 | 0.04 | +0.06% |
| Avantis U.S. Quality ETF | |||
| NBSD | 51.20 | 0.01 | +0.02% |
| Neuberger Berman Short Duration Inc ETF | |||
| CARZ | 79.48 | -0.43 | -0.53% |
| First Trust S-Network Fut Vhcl&Tech ETF | |||
| LGI | 17.40 | -0.42 | -2.36% |
| Lazard Global Total Return & Income Fund | |||