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DIFFX vs HBLRX
DIFFX vs HBLRX Comparison
Open Charts DIFFX vs HBLRX
MFS Diversified Income R3
Price$12.46
Change-$0.05 (-0.40%)
VolumeN/A
Net Assets1.89B
Hartford Balanced Income R3
Price$15.09
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets11.88B
DIFFX vs HBLRX Comparison Chart in %
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DIFFX vs. HBLRX commentary
Sep 26, 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 DIFFX is a Hold and HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. DIFFX (1.9B). DIFFX pays higher dividends than HBLRX: DIFFX (4.94) vs HBLRX (2.88). DIFFX was incepted earlier than HBLRX: DIFFX (17 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than DIFFX (0.96). HBLRX is a more actively managed with annual turnover of: 61.00 vs. DIFFX (48.00). DIFFX (0) and HBLRX (0) have matching initial minimum investment requirements. DIFFX annual gain was more profitable for investors over the last year : 4.07 vs. HBLRX (1.89). DIFFX return over 5 years is better than : 21.25 vs. HBLRX (16.37).
| DIFFX | HBLRX | DIFFX / HBLRX | |
| Total Expense Ratio | 0.89 | 1.28 | 70% |
| Annual Report Gross Expense Ratio | 0.96 | 1.28 | 75% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 7.116 | 7.937 | 90% |
| 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 | 4.94 | 2.88 | 172% |
| Returns for 1 year | 4.07 | 1.89 | 215% |
| Returns for 3 years | 30.47 | 23.00 | 132% |
| Returns for 5 years | 21.25 | 16.37 | 130% |
| Returns for 10 years | 51.66 | 45.54 | 113% |
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