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DIFEX vs HBLSX
DIFEX vs HBLSX Comparison
Open Charts DIFEX vs HBLSX
MFS Diversified Income R2
Price$12.40
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income R4
Price$15.05
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
DIFEX vs HBLSX Comparison Chart in %
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DIFEX vs. HBLSX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. DIFEX (1.85B). DIFEX pays higher dividends than HBLSX: DIFEX (4.95) vs HBLSX (3.19). DIFEX was incepted earlier than HBLSX: DIFEX (17 years) vs HBLSX (15 years). DIFEX (1.21) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. DIFEX (48.00). DIFEX (0) and HBLSX (0) have matching initial minimum investment requirements. DIFEX annual gain was more profitable for investors over the last year : 6.10 vs. HBLSX (2.96). DIFEX return over 5 years is better than : 14.68 vs. HBLSX (12.17).
| DIFEX | HBLSX | DIFEX / HBLSX | |
| Total Expense Ratio | 1.14 | 0.96 | 119% |
| Annual Report Gross Expense Ratio | 1.21 | 0.96 | 126% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 7.327 | 8.381 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 11.6B | 16% |
| Annual Yield % from dividends | 4.95 | 3.19 | 155% |
| Returns for 1 year | 6.10 | 2.96 | 206% |
| Returns for 3 years | 24.03 | 16.26 | 148% |
| Returns for 5 years | 14.68 | 12.17 | 121% |
| Returns for 10 years | 43.82 | 42.53 | 103% |
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