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DIFCX vs HBLRX
DIFCX vs HBLRX Comparison
Open Charts DIFCX vs HBLRX
MFS Diversified Income C
Price$12.47
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets1.89B
Hartford Balanced Income R3
Price$15.12
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets11.89B
DIFCX vs HBLRX Comparison Chart in %
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DIFCX vs. HBLRX commentary
Oct 10, 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 Buy and HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. DIFCX (1.89B). DIFCX pays higher dividends than HBLRX: DIFCX (4.32) vs HBLRX (2.89). DIFCX was incepted earlier than HBLRX: DIFCX (19 years) vs HBLRX (15 years). DIFCX (1.71) is less costly to investors than HBLRX (1.28). HBLRX is a more actively managed with annual turnover of: 61.00 vs. DIFCX (48.00). 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 : 4.76 vs. HBLRX (2.99). HBLRX (14.64) and DIFCX (14.44) have equivalent 5 years return.
| DIFCX | HBLRX | DIFCX / HBLRX | |
| Total Expense Ratio | 1.64 | 1.28 | 128% |
| Annual Report Gross Expense Ratio | 1.71 | 1.28 | 134% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 7.163 | 8.856 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.89B | 11.9B | 16% |
| Annual Yield % from dividends | 4.32 | 2.89 | 150% |
| Returns for 1 year | 4.76 | 2.99 | 159% |
| Returns for 3 years | 28.83 | 24.39 | 118% |
| Returns for 5 years | 14.44 | 14.64 | 99% |
| Returns for 10 years | 35.70 | 42.14 | 85% |
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