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DIFAX vs HBLSX
DIFAX vs HBLSX Comparison
Open Charts DIFAX vs HBLSX
MFS Diversified Income A
Price$12.70
Change+$0.22 (+1.76%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income R4
Price$14.94
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets11.63B
DIFAX vs HBLSX Comparison Chart in %
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DIFAX vs. HBLSX 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 HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. DIFAX (1.85B). DIFAX pays higher dividends than HBLSX: DIFAX (5.39) vs HBLSX (3.11). DIFAX was incepted earlier than HBLSX: DIFAX (20 years) vs HBLSX (16 years). DIFAX (0.96) and HBLSX (0.96) have similar cost to investors . HBLSX is a more actively managed with annual turnover of: 90.00 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 : 10.07 vs. HBLSX (6.02). DIFAX return over 5 years is better than : 16.20 vs. HBLSX (10.62).
| DIFAX | HBLSX | DIFAX / HBLSX | |
| Total Expense Ratio | 0.89 | 0.96 | 93% |
| Annual Report Gross Expense Ratio | 0.96 | 0.96 | 100% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 2.001 | 1.980 | 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 | 3.11 | 173% |
| Returns for 1 year | 10.07 | 6.02 | 167% |
| Returns for 3 years | 21.68 | 15.34 | 141% |
| Returns for 5 years | 16.20 | 10.62 | 153% |
| Returns for 10 years | 61.06 | 51.14 | 119% |
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