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DIFEX vs HBLSX
DIFEX vs HBLSX Comparison
Open Charts DIFEX vs HBLSX
MFS Diversified Income R2
Price$12.51
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.9B
Hartford Balanced Income R4
Price$15.18
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
DIFEX vs HBLSX Comparison Chart in %
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DIFEX vs. HBLSX 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. DIFEX (1.9B). DIFEX pays higher dividends than HBLSX: DIFEX (4.82) vs HBLSX (3.18). 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 : 5.29 vs. HBLSX (3.31). DIFEX return over 5 years is better than : 17.72 vs. HBLSX (16.30).
| 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 | 7.737 | 9.028 | 86% |
| 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 | 3.18 | 151% |
| Returns for 1 year | 5.29 | 3.31 | 160% |
| Returns for 3 years | 30.73 | 24.78 | 124% |
| Returns for 5 years | 17.72 | 16.30 | 109% |
| Returns for 10 years | 44.02 | 45.99 | 96% |
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