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DIFGX vs HBLSX
DIFGX vs HBLSX Comparison
Open Charts DIFGX vs HBLSX
MFS Diversified Income R4
Price$12.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income R4
Price$15.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.92B
DIFGX vs HBLSX Comparison Chart in %
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DIFGX vs. HBLSX commentary
Aug 16, 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 HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. DIFGX (1.91B). DIFGX pays higher dividends than HBLSX: DIFGX (5.16) vs HBLSX (3.24). DIFGX was incepted earlier than HBLSX: DIFGX (17 years) vs HBLSX (15 years). HBLSX (0.96) is less costly to investors than DIFGX (0.71). HBLSX is a more actively managed with annual turnover of: 61.00 vs. DIFGX (48.00). DIFGX (0) and HBLSX (0) have matching initial minimum investment requirements. DIFGX annual gain was more profitable for investors over the last year : 5.55 vs. HBLSX (4.12). DIFGX return over 5 years is better than : 18.70 vs. HBLSX (14.65).
| DIFGX | HBLSX | DIFGX / HBLSX | |
| Total Expense Ratio | 0.64 | 0.96 | 67% |
| Annual Report Gross Expense Ratio | 0.71 | 0.96 | 74% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 5.647 | 7.094 | 80% |
| 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 | 5.16 | 3.24 | 159% |
| Returns for 1 year | 5.55 | 4.12 | 135% |
| Returns for 3 years | 17.19 | 10.88 | 158% |
| Returns for 5 years | 18.70 | 14.65 | 128% |
| Returns for 10 years | 46.16 | 41.39 | 112% |
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