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DIFAX vs HBLSX
DIFAX vs HBLSX Comparison
Open Charts DIFAX vs HBLSX
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.
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 (3.65). DIFAX return over 5 years is better than : 16.94 vs. HBLSX (13.88).
| 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 | 8.067 | 9.603 | 84% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.87B | 11.7B | 16% |
| Annual Yield % from dividends | 5.19 | 3.19 | 163% |
| Returns for 1 year | 6.79 | 3.65 | 186% |
| Returns for 3 years | 26.43 | 18.31 | 144% |
| Returns for 5 years | 16.94 | 13.88 | 122% |
| Returns for 10 years | 48.09 | 46.32 | 104% |
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