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DIFAX vs HBLSX
DIFAX vs HBLSX Comparison
Open Charts DIFAX vs HBLSX
MFS Diversified Income A
Price$12.33
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income R4
Price$14.84
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.83B
DIFAX vs HBLSX Comparison Chart in %
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DIFAX vs. HBLSX commentary
Aug 07, 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. DIFAX (1.91B). DIFAX pays higher dividends than HBLSX: DIFAX (4.91) vs HBLSX (3.24). DIFAX was incepted earlier than HBLSX: DIFAX (19 years) vs HBLSX (15 years). DIFAX (0.96) and HBLSX (0.96) have similar cost to investors . HBLSX is a more actively managed with annual turnover of: 61.00 vs. DIFAX (48.00). HBLSX has a lower initial minimum investment than DIFAX: HBLSX (0) vs DIFAX (1000). DIFAX annual gain was more profitable for investors over the last year : 6.41 vs. HBLSX (4.83). DIFAX return over 5 years is better than : 16.17 vs. HBLSX (12.90).
| DIFAX | HBLSX | DIFAX / HBLSX | |
| Total Expense Ratio | 0.89 | 0.96 | 93% |
| Annual Report Gross Expense Ratio | 0.96 | 0.96 | 100% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 5.152 | 6.024 | 86% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.91B | 11.8B | 16% |
| Annual Yield % from dividends | 4.91 | 3.24 | 151% |
| Returns for 1 year | 6.41 | 4.83 | 133% |
| Returns for 3 years | 17.68 | 12.33 | 143% |
| Returns for 5 years | 16.17 | 12.90 | 125% |
| Returns for 10 years | 40.45 | 40.19 | 101% |
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