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DIFGX vs HBLRX
DIFGX vs HBLRX Comparison
Open Charts DIFGX vs HBLRX
MFS Diversified Income R4
Price$12.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.93B
Hartford Balanced Income R3
Price$14.88
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.95B
DIFGX vs HBLRX Comparison Chart in %
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DIFGX vs. HBLRX commentary
Jul 05, 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 StrongBuy and HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. DIFGX (1.93B). DIFGX pays higher dividends than HBLRX: DIFGX (5.04) vs HBLRX (2.94). 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 : 8.44 vs. HBLRX (6.32). HBLRX return over 5 years is better than : 16.03 vs. DIFGX (7.69).
| 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 | 5.153 | 5.943 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 12B | 16% |
| Annual Yield % from dividends | 5.04 | 2.94 | 171% |
| Returns for 1 year | 8.44 | 6.32 | 134% |
| Returns for 3 years | 20.68 | 14.94 | 138% |
| Returns for 5 years | 7.69 | 16.03 | 48% |
| Returns for 10 years | 43.51 | 37.08 | 117% |
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