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DIFGX vs HBLRX
DIFGX vs HBLRX Comparison
Open Charts DIFGX vs HBLRX
MFS Diversified Income R4
Price$12.48
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income R3
Price$15.15
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.94B
DIFGX vs HBLRX Comparison Chart in %
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DIFGX vs. HBLRX 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 DIFGX is a Buy and HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. DIFGX (1.91B). DIFGX pays higher dividends than HBLRX: DIFGX (5.19) vs HBLRX (2.88). 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 : 5.08 vs. HBLRX (3.04). DIFGX return over 5 years is better than : 19.78 vs. HBLRX (14.20).
| 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 | 7.037 | 7.723 | 91% |
| 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 | 5.19 | 2.88 | 180% |
| Returns for 1 year | 5.08 | 3.04 | 167% |
| Returns for 3 years | 24.71 | 17.20 | 144% |
| Returns for 5 years | 19.78 | 14.20 | 139% |
| Returns for 10 years | 52.50 | 42.91 | 122% |
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