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DIFFX vs HBLRX
DIFFX vs HBLRX Comparison
Open Charts DIFFX vs HBLRX
MFS Diversified Income R3
Price$12.41
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income R3
Price$15.04
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
DIFFX vs HBLRX Comparison Chart in %
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DIFFX vs. HBLRX 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 DIFFX is a Hold and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. DIFFX (1.85B). DIFFX pays higher dividends than HBLRX: DIFFX (5.19) vs HBLRX (2.90). 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 : 6.36 vs. HBLRX (2.65). DIFFX return over 5 years is better than : 16.13 vs. HBLRX (10.57).
| 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 | 7.548 | 8.067 | 94% |
| 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 | 5.19 | 2.90 | 179% |
| Returns for 1 year | 6.36 | 2.65 | 240% |
| Returns for 3 years | 25.06 | 15.22 | 165% |
| Returns for 5 years | 16.13 | 10.57 | 153% |
| Returns for 10 years | 47.46 | 38.91 | 122% |
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