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DIFDX vs HBLSX
DIFDX vs HBLSX Comparison
Open Charts DIFDX vs HBLSX
MFS Diversified Income R1
Price$12.50
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.88B
Hartford Balanced Income R4
Price$15.10
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets11.84B
DIFDX vs HBLSX Comparison Chart in %
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DIFDX vs. HBLSX commentary
Oct 17, 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: 11.8B vs. DIFDX (1.88B). DIFDX pays higher dividends than HBLSX: DIFDX (4.32) vs HBLSX (3.18). 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 : 3.84 vs. HBLSX (2.23). HBLSX (15.83) and DIFDX (15.08) have equivalent 5 years return.
| 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 | 7.080 | 9.028 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 11.8B | 16% |
| Annual Yield % from dividends | 4.32 | 3.18 | 136% |
| Returns for 1 year | 3.84 | 2.23 | 172% |
| Returns for 3 years | 28.97 | 25.15 | 115% |
| Returns for 5 years | 15.08 | 15.83 | 95% |
| Returns for 10 years | 35.76 | 44.89 | 80% |
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