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DIFAX vs HBLRX
DIFAX vs HBLRX Comparison
Open Charts DIFAX vs HBLRX
MFS Diversified Income A
Price$12.58
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income R3
Price$15.23
Change-$0.06 (-0.39%)
VolumeN/A
Net Assets11.96B
DIFAX vs HBLRX Comparison Chart in %
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DIFAX vs. HBLRX commentary
Sep 15, 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 HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. DIFAX (1.91B). DIFAX pays higher dividends than HBLRX: DIFAX (4.94) vs HBLRX (2.88). DIFAX was incepted earlier than HBLRX: DIFAX (19 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than DIFAX (0.96). HBLRX is a more actively managed with annual turnover of: 61.00 vs. DIFAX (48.00). HBLRX has a lower initial minimum investment than DIFAX: HBLRX (0) vs DIFAX (1000). DIFAX annual gain was more profitable for investors over the last year : 5.23 vs. HBLRX (3.37). DIFAX return over 5 years is better than : 19.87 vs. HBLRX (15.18).
| DIFAX | HBLRX | DIFAX / HBLRX | |
| Total Expense Ratio | 0.89 | 1.28 | 70% |
| Annual Report Gross Expense Ratio | 0.96 | 1.28 | 75% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 7.715 | 8.435 | 91% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.91B | 12B | 16% |
| Annual Yield % from dividends | 4.94 | 2.88 | 172% |
| Returns for 1 year | 5.23 | 3.37 | 155% |
| Returns for 3 years | 24.32 | 17.32 | 140% |
| Returns for 5 years | 19.87 | 15.18 | 131% |
| Returns for 10 years | 48.38 | 43.97 | 110% |
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