DIFAX
Price
$12.49
Change
-$0.05 (-0.40%)
Updated
Nov 13 closing price
Net Assets
1.87B
HBLSX
Price
$15.17
Change
-$0.08 (-0.52%)
Updated
Nov 13 closing price
Net Assets
11.68B
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DIFAX vs HBLSX

Header iconDIFAX vs HBLSX Comparison
Open Charts DIFAX vs HBLSXBanner chart's image
MFS Diversified Income A
Price$12.49
Change-$0.05 (-0.40%)
VolumeN/A
Net Assets1.87B
Hartford Balanced Income R4
Price$15.17
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets11.68B
DIFAX vs HBLSX Comparison Chart in %
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DIFAX vs. HBLSX commentary
Nov 14, 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 Hold and HBLSX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.7B vs. DIFAX (1.87B). DIFAX pays higher dividends than HBLSX: DIFAX (5.19) vs HBLSX (3.19). DIFAX was incepted earlier than HBLSX: DIFAX (19 years) vs HBLSX (15 years). DIFAX (0.96) and HBLSX (0.96) have similar cost to investors . HBLSX is a more actively managed with annual turnover of: 61.00 vs. DIFAX (48.00). HBLSX has a lower initial minimum investment than DIFAX: HBLSX (0) vs DIFAX (1000). DIFAX annual gain was more profitable for investors over the last year : 6.79 vs. HBLSX (3.24). DIFAX return over 5 years is better than : 16.94 vs. HBLSX (13.28).
DIFAXHBLSXDIFAX / HBLSX
Total Expense Ratio0.890.9693%
Annual Report Gross Expense Ratio0.960.96100%
Fund Existence19 years15 years-
Gain YTD8.0679.02889%
Front Load4%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRA250N/A-
Net Assets1.87B11.7B16%
Annual Yield % from dividends5.193.19163%
Returns for 1 year6.793.24210%
Returns for 3 years26.4318.02147%
Returns for 5 years16.9413.28128%
Returns for 10 years48.0944.57108%
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