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DIFHX vs HBLVX
DIFHX vs HBLVX Comparison
Open Charts DIFHX vs HBLVX
MFS Diversified Income R6
Price$12.58
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income R6
Price$15.37
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.98B
DIFHX vs HBLVX Comparison Chart in %
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DIFHX vs. HBLVX commentary
Sep 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 Buy and HBLVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12B vs. DIFHX (1.92B). DIFHX pays higher dividends than HBLVX: DIFHX (5.27) vs HBLVX (3.53). DIFHX was incepted earlier than HBLVX: DIFHX (13 years) vs HBLVX (11 years). DIFHX (0.62) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. DIFHX (48.00). DIFHX (0) and HBLVX (0) have matching initial minimum investment requirements. DIFHX annual gain was more profitable for investors over the last year : 5.17 vs. HBLVX (3.55). DIFHX return over 5 years is better than : 21.16 vs. HBLVX (18.34).
| DIFHX | HBLVX | DIFHX / HBLVX | |
| Total Expense Ratio | 0.55 | 0.56 | 98% |
| Annual Report Gross Expense Ratio | 0.62 | 0.56 | 111% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 7.960 | 8.951 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 12B | 16% |
| Annual Yield % from dividends | 5.27 | 3.53 | 149% |
| Returns for 1 year | 5.17 | 3.55 | 146% |
| Returns for 3 years | 27.02 | 20.64 | 131% |
| Returns for 5 years | 21.16 | 18.34 | 115% |
| Returns for 10 years | 53.05 | 52.91 | 100% |
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