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DIFCX vs HBLRX
DIFCX vs HBLRX Comparison
Open Charts DIFCX vs HBLRX
MFS Diversified Income C
Price$11.73
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets1.89B
Hartford Balanced Income R3
Price$14.01
Change+$0.09 (+0.65%)
VolumeN/A
Net Assets11.39B
DIFCX vs HBLRX Comparison Chart
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DIFCX vs. HBLRX commentary
Apr 12, 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 DIFCX is a Hold and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.4B vs. DIFCX (1.89B). DIFCX pays higher dividends than HBLRX: DIFCX (3.83) vs HBLRX (2.96). DIFCX was incepted earlier than HBLRX: DIFCX (19 years) vs HBLRX (15 years). DIFCX (1.70) is less costly to investors than HBLRX (1.28). HBLRX (61.00) and DIFCX (60.00) have comparable annual turnover. HBLRX has a lower initial minimum investment than DIFCX: HBLRX (0) vs DIFCX (1000). DIFCX annual gain was more profitable for investors over the last year : 2.58 vs. HBLRX (0.62). HBLRX (13.04) and DIFCX (13.02) have equivalent 5 years return.
| DIFCX | HBLRX | DIFCX / HBLRX | |
| Total Expense Ratio | 1.64 | 1.28 | 128% |
| Annual Report Gross Expense Ratio | 1.70 | 1.28 | 133% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | -2.080 | -1.629 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.89B | 11.4B | 17% |
| Annual Yield % from dividends | 3.83 | 2.96 | 130% |
| Returns for 1 year | 2.58 | 0.62 | 415% |
| Returns for 3 years | 0.38 | 0.12 | 318% |
| Returns for 5 years | 13.02 | 13.04 | 100% |
| Returns for 10 years | 18.19 | 23.84 | 76% |
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