Interact to see
Advertisement
Advertisement
DIFAX vs HBLSX
DIFAX vs HBLSX Comparison
Open Charts DIFAX vs HBLSX
MFS Diversified Income A
Price$12.52
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.88B
Hartford Balanced Income R4
Price$15.13
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
DIFAX vs HBLSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DIFAX vs. HBLSX commentary
Oct 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 DIFAX is a Hold and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. DIFAX (1.88B). DIFAX pays higher dividends than HBLSX: DIFAX (5.06) vs HBLSX (3.18). 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 : 5.13 vs. HBLSX (2.09). DIFAX return over 5 years is better than : 19.46 vs. HBLSX (15.53).
| DIFAX | HBLSX | DIFAX / HBLSX | |
| Total Expense Ratio | 0.89 | 0.96 | 93% |
| Annual Report Gross Expense Ratio | 0.96 | 0.96 | 100% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 7.762 | 8.741 | 89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.88B | 11.8B | 16% |
| Annual Yield % from dividends | 5.06 | 3.18 | 159% |
| Returns for 1 year | 5.13 | 2.09 | 245% |
| Returns for 3 years | 31.35 | 23.89 | 131% |
| Returns for 5 years | 19.46 | 15.53 | 125% |
| Returns for 10 years | 45.27 | 44.51 | 102% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement