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DIFEX vs HBLSX
DIFEX vs HBLSX Comparison
Open Charts DIFEX vs HBLSX
MFS Diversified Income R2
Price$12.47
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income R4
Price$15.17
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.95B
DIFEX vs HBLSX Comparison Chart in %
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DIFEX vs. HBLSX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. DIFEX (1.91B). DIFEX pays higher dividends than HBLSX: DIFEX (4.70) vs HBLSX (3.17). 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 : 4.88 vs. HBLSX (3.49). DIFEX return over 5 years is better than : 17.28 vs. HBLSX (16.03).
| 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 | 7.113 | 8.163 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 12B | 16% |
| Annual Yield % from dividends | 4.70 | 3.17 | 148% |
| Returns for 1 year | 4.88 | 3.49 | 140% |
| Returns for 3 years | 23.35 | 18.48 | 126% |
| Returns for 5 years | 17.28 | 16.03 | 108% |
| Returns for 10 years | 45.64 | 46.85 | 97% |
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