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DIFAX vs HBLRX
DIFAX vs HBLRX Comparison
Open Charts DIFAX vs HBLRX
MFS Diversified Income A
Price$12.52
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.9B
Hartford Balanced Income R3
Price$15.17
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
DIFAX vs HBLRX Comparison Chart in %
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DIFAX vs. HBLRX commentary
Oct 08, 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: 11.9B vs. DIFAX (1.9B). DIFAX pays higher dividends than HBLRX: DIFAX (5.06) vs HBLRX (2.89). 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 : 5.47 vs. HBLRX (2.92). DIFAX return over 5 years is better than : 19.09 vs. HBLRX (14.64).
| 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 | 7.848 | 8.712 | 90% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.9B | 11.9B | 16% |
| Annual Yield % from dividends | 5.06 | 2.89 | 175% |
| Returns for 1 year | 5.47 | 2.92 | 187% |
| Returns for 3 years | 31.45 | 23.58 | 133% |
| Returns for 5 years | 19.09 | 14.64 | 130% |
| Returns for 10 years | 46.35 | 42.17 | 110% |
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