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DIFEX vs HBLRX
DIFEX vs HBLRX Comparison
Open Charts DIFEX vs HBLRX
MFS Diversified Income R2
Price$12.51
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.9B
Hartford Balanced Income R3
Price$15.17
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
DIFEX vs HBLRX Comparison Chart in %
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DIFEX vs. HBLRX commentary
Oct 09, 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 DIFEX is a Buy and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. DIFEX (1.9B). DIFEX pays higher dividends than HBLRX: DIFEX (4.82) vs HBLRX (2.89). DIFEX was incepted earlier than HBLRX: DIFEX (17 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than DIFEX (1.21). HBLRX is a more actively managed with annual turnover of: 61.00 vs. DIFEX (48.00). DIFEX (0) and HBLRX (0) have matching initial minimum investment requirements. DIFEX annual gain was more profitable for investors over the last year : 5.29 vs. HBLRX (2.92). DIFEX return over 5 years is better than : 17.72 vs. HBLRX (14.64).
| DIFEX | HBLRX | DIFEX / HBLRX | |
| Total Expense Ratio | 1.14 | 1.28 | 89% |
| Annual Report Gross Expense Ratio | 1.21 | 1.28 | 95% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 7.737 | 8.712 | 89% |
| 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 | 4.82 | 2.89 | 167% |
| Returns for 1 year | 5.29 | 2.92 | 181% |
| Returns for 3 years | 30.73 | 23.58 | 130% |
| Returns for 5 years | 17.72 | 14.64 | 121% |
| Returns for 10 years | 44.02 | 42.17 | 104% |
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