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DIFIX vs HBLSX
DIFIX vs HBLSX Comparison
Open Charts DIFIX vs HBLSX
MFS Diversified Income I
Price$12.40
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income R4
Price$15.05
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
DIFIX vs HBLSX Comparison Chart in %
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DIFIX vs. HBLSX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. DIFIX (1.85B). DIFIX pays higher dividends than HBLSX: DIFIX (5.44) vs HBLSX (3.19). DIFIX was incepted earlier than HBLSX: DIFIX (20 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 : 6.63 vs. HBLSX (2.96). DIFIX return over 5 years is better than : 17.46 vs. HBLSX (12.17).
| DIFIX | HBLSX | DIFIX / HBLSX | |
| Total Expense Ratio | 0.64 | 0.96 | 67% |
| Annual Report Gross Expense Ratio | 0.71 | 0.96 | 74% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | 7.775 | 8.381 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 11.6B | 16% |
| Annual Yield % from dividends | 5.44 | 3.19 | 171% |
| Returns for 1 year | 6.63 | 2.96 | 224% |
| Returns for 3 years | 25.76 | 16.26 | 158% |
| Returns for 5 years | 17.46 | 12.17 | 143% |
| Returns for 10 years | 49.76 | 42.53 | 117% |
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