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DIFAX vs HBLRX
DIFAX vs HBLRX Comparison
Open Charts DIFAX vs HBLRX
MFS Diversified Income A
Price$12.70
Change+$0.22 (+1.76%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income R3
Price$14.93
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets11.63B
DIFAX vs HBLRX Comparison Chart in %
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DIFAX vs. HBLRX commentary
Feb 04, 2026
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 Buy and HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. DIFAX (1.85B). DIFAX pays higher dividends than HBLRX: DIFAX (5.39) vs HBLRX (2.82). 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: 90.00 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 : 10.07 vs. HBLRX (5.70). DIFAX return over 5 years is better than : 16.20 vs. HBLRX (8.92).
| 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 | 2.001 | 1.981 | 101% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.85B | 11.6B | 16% |
| Annual Yield % from dividends | 5.39 | 2.82 | 191% |
| Returns for 1 year | 10.07 | 5.70 | 177% |
| Returns for 3 years | 21.68 | 14.29 | 152% |
| Returns for 5 years | 16.20 | 8.92 | 182% |
| Returns for 10 years | 61.06 | 47.10 | 130% |
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