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DIFGX vs HBLRX
DIFGX vs HBLRX Comparison
Open Charts DIFGX vs HBLRX
MFS Diversified Income R4
Price$12.22
Change-$0.07 (-0.57%)
VolumeN/A
Net Assets1.92B
Hartford Balanced Income R3
Price$14.76
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets11.8B
DIFGX vs HBLRX Comparison Chart
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DIFGX vs. HBLRX commentary
Jun 14, 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 Buy and HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. DIFGX (1.93B). DIFGX pays higher dividends than HBLRX: DIFGX (5.02) vs HBLRX (2.96). DIFGX was incepted earlier than HBLRX: DIFGX (17 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than DIFGX (0.70). 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 : 7.30 vs. HBLRX (4.14). DIFGX return over 5 years is better than : 20.57 vs. HBLRX (14.18).
| DIFGX | HBLRX | DIFGX / HBLRX | |
| Total Expense Ratio | 0.64 | 1.28 | 50% |
| Annual Report Gross Expense Ratio | 0.70 | 1.28 | 55% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 3.926 | 3.742 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 11.8B | 16% |
| Annual Yield % from dividends | 5.02 | 2.96 | 170% |
| Returns for 1 year | 7.30 | 4.14 | 176% |
| Returns for 3 years | 21.16 | 13.74 | 154% |
| Returns for 5 years | 20.57 | 14.18 | 145% |
| Returns for 10 years | 41.53 | 33.21 | 125% |
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