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DIFDX vs HBLSX
DIFDX vs HBLSX Comparison
Open Charts DIFDX vs HBLSX
MFS Diversified Income R1
Price$12.48
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
DIFDX vs HBLSX Comparison Chart in %
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DIFDX 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 DIFDX is a Hold and HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.7B vs. DIFDX (1.87B). DIFDX pays higher dividends than HBLSX: DIFDX (4.46) vs HBLSX (3.19). DIFDX was incepted earlier than HBLSX: DIFDX (17 years) vs HBLSX (15 years). DIFDX (1.71) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 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 : 6.50 vs. HBLSX (3.65). HBLSX (13.88) and DIFDX (13.27) have equivalent 5 years return.
| DIFDX | HBLSX | DIFDX / HBLSX | |
| Total Expense Ratio | 1.64 | 0.96 | 171% |
| Annual Report Gross Expense Ratio | 1.71 | 0.96 | 178% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 7.918 | 9.603 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 11.7B | 16% |
| Annual Yield % from dividends | 4.46 | 3.19 | 140% |
| Returns for 1 year | 6.50 | 3.65 | 178% |
| Returns for 3 years | 24.04 | 18.31 | 131% |
| Returns for 5 years | 13.27 | 13.88 | 96% |
| Returns for 10 years | 39.53 | 46.32 | 85% |
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