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DIFIX vs HBLSX
DIFIX vs HBLSX Comparison
Open Charts DIFIX vs HBLSX
MFS Diversified Income I
Price$12.36
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets1.9B
Hartford Balanced Income R4
Price$14.95
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets11.83B
DIFIX vs HBLSX Comparison Chart in %
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DIFIX vs. HBLSX commentary
Aug 13, 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 DIFIX is a Hold and HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. DIFIX (1.9B). DIFIX pays higher dividends than HBLSX: DIFIX (5.16) vs HBLSX (3.24). DIFIX was incepted earlier than HBLSX: DIFIX (19 years) vs HBLSX (15 years). HBLSX (0.96) is less costly to investors than DIFIX (0.71). HBLSX is a more actively managed with annual turnover of: 61.00 vs. DIFIX (48.00). DIFIX (0) and HBLSX (0) have matching initial minimum investment requirements. DIFIX annual gain was more profitable for investors over the last year : 5.98 vs. HBLSX (4.33). DIFIX return over 5 years is better than : 17.90 vs. HBLSX (13.43).
| DIFIX | HBLSX | DIFIX / HBLSX | |
| Total Expense Ratio | 0.64 | 0.96 | 67% |
| Annual Report Gross Expense Ratio | 0.71 | 0.96 | 74% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 5.222 | 6.096 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 11.8B | 16% |
| Annual Yield % from dividends | 5.16 | 3.24 | 159% |
| Returns for 1 year | 5.98 | 4.33 | 138% |
| Returns for 3 years | 16.50 | 10.22 | 161% |
| Returns for 5 years | 17.90 | 13.43 | 133% |
| Returns for 10 years | 44.03 | 39.97 | 110% |
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