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DIFDX vs HBLSX
DIFDX vs HBLSX Comparison
Open Charts DIFDX vs HBLSX
MFS Diversified Income R1
Price$12.50
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets1.9B
Hartford Balanced Income R4
Price$15.19
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.91B
DIFDX vs HBLSX Comparison Chart in %
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DIFDX vs. HBLSX commentary
Sep 22, 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 DIFDX is a Hold and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. DIFDX (1.9B). DIFDX pays higher dividends than HBLSX: DIFDX (4.20) vs HBLSX (3.17). DIFDX was incepted earlier than HBLSX: DIFDX (17 years) vs HBLSX (15 years). DIFDX (1.71) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. DIFDX (48.00). DIFDX (0) and HBLSX (0) have matching initial minimum investment requirements. DIFDX annual gain was more profitable for investors over the last year : 3.04 vs. HBLSX (1.95). HBLSX return over 5 years is better than : 16.10 vs. DIFDX (15.19).
| DIFDX | HBLSX | DIFDX / HBLSX | |
| Total Expense Ratio | 1.64 | 0.96 | 171% |
| Annual Report Gross Expense Ratio | 1.71 | 0.96 | 178% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 6.675 | 8.306 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 11.9B | 16% |
| Annual Yield % from dividends | 4.20 | 3.17 | 133% |
| Returns for 1 year | 3.04 | 1.95 | 156% |
| Returns for 3 years | 23.37 | 19.40 | 121% |
| Returns for 5 years | 15.19 | 16.10 | 94% |
| Returns for 10 years | 38.67 | 47.84 | 81% |
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