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DIFFX vs HBLSX
DIFFX vs HBLSX Comparison
Open Charts DIFFX vs HBLSX
MFS Diversified Income R3
Price$12.03
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets1.92B
Hartford Balanced Income R4
Price$14.30
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
DIFFX vs HBLSX Comparison Chart
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DIFFX vs. HBLSX commentary
Apr 25, 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 StrongBuy and HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.5B vs. DIFFX (1.92B). DIFFX pays higher dividends than HBLSX: DIFFX (4.58) vs HBLSX (3.26). DIFFX was incepted earlier than HBLSX: DIFFX (17 years) vs HBLSX (15 years). HBLSX (0.96) and DIFFX (0.95) have similar cost to investors . HBLSX (61.00) and DIFFX (60.00) have comparable annual turnover. DIFFX (0) and HBLSX (0) have matching initial minimum investment requirements. DIFFX annual gain was more profitable for investors over the last year : 6.36 vs. HBLSX (3.11). DIFFX return over 5 years is better than : 21.99 vs. HBLSX (15.97).
| DIFFX | HBLSX | DIFFX / HBLSX | |
| Total Expense Ratio | 0.89 | 0.96 | 93% |
| Annual Report Gross Expense Ratio | 0.95 | 0.96 | 99% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 0.368 | 0.281 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 11.5B | 17% |
| Annual Yield % from dividends | 4.58 | 3.26 | 140% |
| Returns for 1 year | 6.36 | 3.11 | 205% |
| Returns for 3 years | 6.12 | 4.27 | 143% |
| Returns for 5 years | 21.99 | 15.97 | 138% |
| Returns for 10 years | 31.34 | 28.95 | 108% |
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