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DIFHX vs HBLTX
DIFHX vs HBLTX Comparison
Open Charts DIFHX vs HBLTX
MFS Diversified Income R6
Price$12.55
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income R5
Price$15.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.96B
DIFHX vs HBLTX Comparison Chart in %
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DIFHX vs. HBLTX commentary
Sep 18, 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 HBLTX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. DIFHX (1.91B). DIFHX pays higher dividends than HBLTX: DIFHX (5.27) vs HBLTX (3.46). DIFHX was incepted earlier than HBLTX: DIFHX (13 years) vs HBLTX (15 years). HBLTX (0.66) is less costly to investors than DIFHX (0.62). HBLTX is a more actively managed with annual turnover of: 61.00 vs. DIFHX (48.00). DIFHX (0) and HBLTX (0) have matching initial minimum investment requirements. DIFHX annual gain was more profitable for investors over the last year : 4.76 vs. HBLTX (2.66). DIFHX return over 5 years is better than : 22.02 vs. HBLTX (17.99).
| DIFHX | HBLTX | DIFHX / HBLTX | |
| Total Expense Ratio | 0.55 | 0.66 | 83% |
| Annual Report Gross Expense Ratio | 0.62 | 0.66 | 94% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 7.874 | 8.678 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 12B | 16% |
| Annual Yield % from dividends | 5.27 | 3.46 | 152% |
| Returns for 1 year | 4.76 | 2.66 | 179% |
| Returns for 3 years | 26.92 | 20.03 | 134% |
| Returns for 5 years | 22.02 | 17.99 | 122% |
| Returns for 10 years | 52.93 | 51.11 | 104% |
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