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DIFDX vs HBLSX
DIFDX vs HBLSX Comparison
Open Charts DIFDX vs HBLSX
MFS Diversified Income R1
Price$12.68
Change+$0.22 (+1.77%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income R4
Price$14.94
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets11.63B
DIFDX vs HBLSX Comparison Chart in %
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DIFDX 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 DIFDX is a Buy and HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. DIFDX (1.85B). DIFDX pays higher dividends than HBLSX: DIFDX (4.66) vs HBLSX (3.11). DIFDX was incepted earlier than HBLSX: DIFDX (18 years) vs HBLSX (16 years). DIFDX (1.71) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 90.00 vs. DIFDX (48.00). DIFDX (0) and HBLSX (0) have matching initial minimum investment requirements. DIFDX annual gain was more profitable for investors over the last year : 9.33 vs. HBLSX (6.02). DIFDX return over 5 years is better than : 12.01 vs. HBLSX (10.62).
| DIFDX | HBLSX | DIFDX / HBLSX | |
| Total Expense Ratio | 1.64 | 0.96 | 171% |
| Annual Report Gross Expense Ratio | 1.71 | 0.96 | 178% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 1.859 | 1.980 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 11.6B | 16% |
| Annual Yield % from dividends | 4.66 | 3.11 | 150% |
| Returns for 1 year | 9.33 | 6.02 | 155% |
| Returns for 3 years | 19.06 | 15.34 | 124% |
| Returns for 5 years | 12.01 | 10.62 | 113% |
| Returns for 10 years | 50.61 | 51.14 | 99% |
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