Interact to see
Advertisement
Advertisement
DIFAX vs HBLSX
DIFAX vs HBLSX Comparison
Open Charts DIFAX vs HBLSX
MFS Diversified Income A
Price$12.54
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.84B
Hartford Balanced Income R4
Price$14.83
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.68B
DIFAX vs HBLSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DIFAX vs. HBLSX commentary
Dec 27, 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 StrongBuy and HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.7B vs. DIFAX (1.84B). DIFAX pays higher dividends than HBLSX: DIFAX (5.26) vs HBLSX (3.13). 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: 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 : 8.88 vs. HBLSX (6.31). DIFAX return over 5 years is better than : 15.61 vs. HBLSX (9.40).
| 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 | 8.499 | 6.585 | 129% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.84B | 11.7B | 16% |
| Annual Yield % from dividends | 5.26 | 3.13 | 168% |
| Returns for 1 year | 8.88 | 6.31 | 141% |
| Returns for 3 years | 24.02 | 17.02 | 141% |
| Returns for 5 years | 15.61 | 9.40 | 166% |
| Returns for 10 years | 53.12 | 43.92 | 121% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement