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DIFHX vs HBLTX
DIFHX vs HBLTX Comparison
Open Charts DIFHX vs HBLTX
MFS Diversified Income R6
Price$12.33
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.92B
Hartford Balanced Income R5
Price$14.85
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.88B
DIFHX vs HBLTX Comparison Chart in %
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DIFHX vs. HBLTX commentary
Jul 10, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.9B vs. DIFHX (1.92B). DIFHX pays higher dividends than HBLTX: DIFHX (5.13) vs HBLTX (3.54). DIFHX was incepted earlier than HBLTX: DIFHX (13 years) vs HBLTX (15 years). HBLTX (0.66) is less costly to investors than DIFHX (0.61). 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 : 7.56 vs. HBLTX (6.18). DIFHX return over 5 years is better than : 21.13 vs. HBLTX (18.44).
| DIFHX | HBLTX | DIFHX / HBLTX | |
| Total Expense Ratio | 0.55 | 0.66 | 83% |
| Annual Report Gross Expense Ratio | 0.61 | 0.66 | 92% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 4.605 | 5.683 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 11.9B | 16% |
| Annual Yield % from dividends | 5.13 | 3.54 | 145% |
| Returns for 1 year | 7.56 | 6.18 | 122% |
| Returns for 3 years | 20.71 | 16.81 | 123% |
| Returns for 5 years | 21.13 | 18.44 | 115% |
| Returns for 10 years | 42.41 | 43.64 | 97% |
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