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DIFGX vs HBLSX
DIFGX vs HBLSX Comparison
Open Charts DIFGX vs HBLSX
MFS Diversified Income R4
Price$12.53
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income R4
Price$15.17
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.94B
DIFGX vs HBLSX Comparison Chart in %
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DIFGX vs. HBLSX 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 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 (5.19) vs HBLSX (3.17). 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 : 5.08 vs. HBLSX (3.29). DIFGX return over 5 years is better than : 19.78 vs. HBLSX (15.80).
| 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 | 7.037 | 7.949 | 89% |
| 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 | 3.17 | 164% |
| Returns for 1 year | 5.08 | 3.29 | 154% |
| Returns for 3 years | 24.71 | 18.25 | 135% |
| Returns for 5 years | 19.78 | 15.80 | 125% |
| Returns for 10 years | 52.50 | 46.56 | 113% |
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