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DIFHX vs HBLSX
DIFHX vs HBLSX Comparison
Open Charts DIFHX vs HBLSX
MFS Diversified Income R6
Price$12.20
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.92B
Hartford Balanced Income R4
Price$14.62
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.74B
DIFHX vs HBLSX Comparison Chart
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DIFHX vs. HBLSX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.7B vs. DIFHX (1.92B). 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 : 6.70 vs. HBLSX (3.47). DIFHX return over 5 years is better than : 18.38 vs. HBLSX (11.71).
| 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 | 3.288 | 3.251 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 11.7B | 16% |
| Annual Yield % from dividends | 5.11 | 3.26 | 157% |
| Returns for 1 year | 6.70 | 3.47 | 193% |
| Returns for 3 years | 12.92 | 7.22 | 179% |
| Returns for 5 years | 18.38 | 11.71 | 157% |
| Returns for 10 years | 40.82 | 35.82 | 114% |
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