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DIFGX vs HBLRX
DIFGX vs HBLRX Comparison
Open Charts DIFGX vs HBLRX
MFS Diversified Income R4
Price$12.40
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income R3
Price$15.04
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
DIFGX vs HBLRX Comparison Chart in %
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DIFGX 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 DIFGX is a Hold and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. DIFGX (1.85B). DIFGX pays higher dividends than HBLRX: DIFGX (5.44) vs HBLRX (2.90). DIFGX was incepted earlier than HBLRX: DIFGX (17 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than DIFGX (0.71). HBLRX is a more actively managed with annual turnover of: 61.00 vs. DIFGX (48.00). DIFGX (0) and HBLRX (0) have matching initial minimum investment requirements. DIFGX annual gain was more profitable for investors over the last year : 6.72 vs. HBLRX (2.65). DIFGX return over 5 years is better than : 17.60 vs. HBLRX (10.57).
| DIFGX | HBLRX | DIFGX / HBLRX | |
| Total Expense Ratio | 0.64 | 1.28 | 50% |
| Annual Report Gross Expense Ratio | 0.71 | 1.28 | 55% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 7.773 | 8.067 | 96% |
| 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 | 5.44 | 2.90 | 188% |
| Returns for 1 year | 6.72 | 2.65 | 254% |
| Returns for 3 years | 25.89 | 15.22 | 170% |
| Returns for 5 years | 17.60 | 10.57 | 166% |
| Returns for 10 years | 51.20 | 38.91 | 132% |
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