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DIFCX vs HBLRX
DIFCX vs HBLRX Comparison
Open Charts DIFCX vs HBLRX
MFS Diversified Income C
Price$12.30
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income R3
Price$14.71
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets11.81B
DIFCX vs HBLRX Comparison Chart in %
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DIFCX vs. HBLRX commentary
Jun 27, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. DIFCX (1.91B). DIFCX pays higher dividends than HBLRX: DIFCX (4.01) 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 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 : 6.42 vs. HBLRX (5.61). HBLRX return over 5 years is better than : 16.96 vs. DIFCX (15.06).
| 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 | 3.327 | 5.018 | 66% |
| Front Load | N/A | 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 | 4.01 | 2.96 | 136% |
| Returns for 1 year | 6.42 | 5.61 | 114% |
| Returns for 3 years | 15.19 | 14.01 | 108% |
| Returns for 5 years | 15.06 | 16.96 | 89% |
| Returns for 10 years | 28.08 | 36.29 | 77% |
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