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DIFCX vs HBLRX
DIFCX vs HBLRX Comparison
Open Charts DIFCX vs HBLRX
MFS Diversified Income C
Price$12.27
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.9B
Hartford Balanced Income R3
Price$14.77
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.77B
DIFCX vs HBLRX Comparison Chart in %
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DIFCX vs. HBLRX commentary
Aug 03, 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: 11.8B vs. DIFCX (1.9B). DIFCX pays higher dividends than HBLRX: DIFCX (4.16) vs HBLRX (2.94). 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 : 4.07 vs. HBLRX (2.55). DIFCX (12.24) and HBLRX (12.01) 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 | 4.187 | 5.160 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.9B | 11.8B | 16% |
| Annual Yield % from dividends | 4.16 | 2.94 | 141% |
| Returns for 1 year | 4.07 | 2.55 | 160% |
| Returns for 3 years | 14.72 | 10.58 | 139% |
| Returns for 5 years | 12.24 | 12.01 | 102% |
| Returns for 10 years | 29.40 | 35.56 | 83% |
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