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DIFEX vs HBLSX
DIFEX vs HBLSX Comparison
Open Charts DIFEX vs HBLSX
MFS Diversified Income R2
Price$11.76
Change+$0.14 (+1.20%)
VolumeN/A
Net Assets1.88B
Hartford Balanced Income R4
Price$14.11
Change+$0.36 (+2.62%)
VolumeN/A
Net Assets11.26B
DIFEX vs HBLSX Comparison Chart
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DIFEX vs. HBLSX commentary
Apr 11, 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 Hold and HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.3B vs. DIFEX (1.88B). DIFEX pays higher dividends than HBLSX: DIFEX (4.33) vs HBLSX (3.26). DIFEX was incepted earlier than HBLSX: DIFEX (17 years) vs HBLSX (15 years). DIFEX (1.20) is less costly to investors than HBLSX (0.96). HBLSX (61.00) and DIFEX (60.00) have comparable annual turnover. DIFEX (0) and HBLSX (0) have matching initial minimum investment requirements. DIFEX annual gain was more profitable for investors over the last year : 0.77 vs. HBLSX (-1.74). DIFEX return over 5 years is better than : 15.18 vs. HBLSX (13.18).
| DIFEX | HBLSX | DIFEX / HBLSX | |
| Total Expense Ratio | 1.14 | 0.96 | 119% |
| Annual Report Gross Expense Ratio | 1.20 | 0.96 | 125% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | -2.629 | -2.760 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 11.3B | 17% |
| Annual Yield % from dividends | 4.33 | 3.26 | 133% |
| Returns for 1 year | 0.77 | -1.74 | -44% |
| Returns for 3 years | 0.34 | -1.19 | -29% |
| Returns for 5 years | 15.18 | 13.18 | 115% |
| Returns for 10 years | 24.53 | 25.50 | 96% |
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