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DIFHX vs HBLSX
DIFHX vs HBLSX Comparison
Open Charts DIFHX vs HBLSX
MFS Diversified Income R6
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
DIFHX vs HBLSX Comparison Chart in %
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DIFHX 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 DIFHX is a StrongBuy and HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. DIFHX (1.91B). DIFHX pays higher dividends than HBLSX: DIFHX (5.25) vs HBLSX (3.24). DIFHX was incepted earlier than HBLSX: DIFHX (13 years) vs HBLSX (15 years). HBLSX (0.96) is less costly to investors than DIFHX (0.62). 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 : 5.64 vs. HBLSX (4.12). DIFHX return over 5 years is better than : 19.20 vs. HBLSX (14.65).
| DIFHX | HBLSX | DIFHX / HBLSX | |
| Total Expense Ratio | 0.55 | 0.96 | 57% |
| Annual Report Gross Expense Ratio | 0.62 | 0.96 | 65% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 5.702 | 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 | 5.25 | 3.24 | 162% |
| Returns for 1 year | 5.64 | 4.12 | 137% |
| Returns for 3 years | 17.38 | 10.88 | 160% |
| Returns for 5 years | 19.20 | 14.65 | 131% |
| Returns for 10 years | 46.06 | 41.39 | 111% |
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