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DIFAX vs HBLRX
DIFAX vs HBLRX Comparison
Open Charts DIFAX vs HBLRX
MFS Diversified Income A
Price$12.54
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.84B
Hartford Balanced Income R3
Price$14.83
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
DIFAX vs HBLRX Comparison Chart in %
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DIFAX vs. HBLRX commentary
Dec 28, 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 DIFAX is a StrongBuy and HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. DIFAX (1.84B). DIFAX pays higher dividends than HBLRX: DIFAX (5.26) vs HBLRX (2.85). DIFAX was incepted earlier than HBLRX: DIFAX (20 years) vs HBLRX (16 years). HBLRX (1.28) is less costly to investors than DIFAX (0.96). HBLRX is a more actively managed with annual turnover of: 61.00 vs. DIFAX (48.00). HBLRX has a lower initial minimum investment than DIFAX: HBLRX (0) vs DIFAX (1000). DIFAX annual gain was more profitable for investors over the last year : 8.79 vs. HBLRX (5.98). DIFAX return over 5 years is better than : 15.61 vs. HBLRX (7.97).
| DIFAX | HBLRX | DIFAX / HBLRX | |
| Total Expense Ratio | 0.89 | 1.28 | 70% |
| Annual Report Gross Expense Ratio | 0.96 | 1.28 | 75% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 8.499 | 6.346 | 134% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.84B | 11.7B | 16% |
| Annual Yield % from dividends | 5.26 | 2.85 | 185% |
| Returns for 1 year | 8.79 | 5.98 | 147% |
| Returns for 3 years | 24.35 | 16.48 | 148% |
| Returns for 5 years | 15.61 | 7.97 | 196% |
| Returns for 10 years | 52.58 | 40.60 | 130% |
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