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DIFFX vs HBLSX
DIFFX vs HBLSX Comparison
Open Charts DIFFX vs HBLSX
MFS Diversified Income R3
Price$12.48
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 Assets11.94B
DIFFX vs HBLSX Comparison Chart in %
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DIFFX vs. HBLSX commentary
Sep 06, 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 Buy and HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. DIFFX (1.91B). DIFFX pays higher dividends than HBLSX: DIFFX (4.94) vs HBLSX (3.17). DIFFX was incepted earlier than HBLSX: DIFFX (17 years) vs HBLSX (15 years). DIFFX (0.96) and HBLSX (0.96) have similar cost to investors . HBLSX is a more actively managed with annual turnover of: 61.00 vs. DIFFX (48.00). DIFFX (0) and HBLSX (0) have matching initial minimum investment requirements. DIFFX annual gain was more profitable for investors over the last year : 4.73 vs. HBLSX (3.29). DIFFX return over 5 years is better than : 18.29 vs. HBLSX (15.80).
| DIFFX | HBLSX | DIFFX / HBLSX | |
| Total Expense Ratio | 0.89 | 0.96 | 93% |
| Annual Report Gross Expense Ratio | 0.96 | 0.96 | 100% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 6.859 | 7.949 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 11.9B | 16% |
| Annual Yield % from dividends | 4.94 | 3.17 | 156% |
| Returns for 1 year | 4.73 | 3.29 | 144% |
| Returns for 3 years | 23.88 | 18.25 | 131% |
| Returns for 5 years | 18.29 | 15.80 | 116% |
| Returns for 10 years | 48.73 | 46.56 | 105% |
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