DIFAX
Price
$12.47
Change
+$0.01 (+0.08%)
Updated
Aug 28 closing price
Net Assets
1.9B
HBLSX
Price
$15.13
Change
-$0.00 (-0.00%)
Updated
Aug 28 closing price
Net Assets
11.94B
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DIFAX vs HBLSX

Header iconDIFAX vs HBLSX Comparison
Open Charts DIFAX vs HBLSXBanner chart's image
MFS Diversified Income A
Price$12.47
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.9B
Hartford Balanced Income R4
Price$15.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.94B
DIFAX vs HBLSX Comparison Chart in %
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DIFAX vs. HBLSX commentary
Aug 29, 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 StrongBuy and HBLSX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. DIFAX (1.9B). 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 : 4.61 vs. HBLSX (3.22). DIFAX return over 5 years is better than : 17.39 vs. HBLSX (15.41).
DIFAXHBLSXDIFAX / HBLSX
Total Expense Ratio0.890.9693%
Annual Report Gross Expense Ratio0.960.96100%
Fund Existence19 years15 years-
Gain YTD6.1747.87878%
Front Load4%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRA250N/A-
Net Assets1.9B11.9B16%
Annual Yield % from dividends4.913.24151%
Returns for 1 year4.613.22143%
Returns for 3 years20.9715.48135%
Returns for 5 years17.3915.41113%
Returns for 10 years46.0146.4699%
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