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DIFHX vs HBLSX
DIFHX vs HBLSX Comparison
Open Charts DIFHX vs HBLSX
MFS Diversified Income R6
Price$12.30
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income R4
Price$14.72
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets11.81B
DIFHX vs HBLSX Comparison Chart in %
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DIFHX vs. HBLSX commentary
Jun 27, 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 DIFHX is a Buy and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. DIFHX (1.91B). DIFHX pays higher dividends than HBLSX: DIFHX (5.11) vs HBLSX (3.26). DIFHX was incepted earlier than HBLSX: DIFHX (13 years) vs HBLSX (15 years). HBLSX (0.96) is less costly to investors than DIFHX (0.61). HBLSX is a more actively managed with annual turnover of: 61.00 vs. DIFHX (48.00). DIFHX (0) and HBLSX (0) have matching initial minimum investment requirements. DIFHX annual gain was more profitable for investors over the last year : 7.50 vs. HBLSX (6.01). DIFHX return over 5 years is better than : 21.49 vs. HBLSX (18.75).
| DIFHX | HBLSX | DIFHX / HBLSX | |
| Total Expense Ratio | 0.55 | 0.96 | 57% |
| Annual Report Gross Expense Ratio | 0.61 | 0.96 | 64% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 3.711 | 5.311 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 11.8B | 16% |
| Annual Yield % from dividends | 5.11 | 3.26 | 157% |
| Returns for 1 year | 7.50 | 6.01 | 125% |
| Returns for 3 years | 19.00 | 15.11 | 126% |
| Returns for 5 years | 21.49 | 18.75 | 115% |
| Returns for 10 years | 42.31 | 39.97 | 106% |
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