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DIFDX vs HBLSX
DIFDX vs HBLSX Comparison
Open Charts DIFDX vs HBLSX
MFS Diversified Income R1
Price$12.49
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income R4
Price$15.41
Change-$0.05 (-0.32%)
VolumeN/A
Net Assets11.76B
DIFDX vs HBLSX Comparison Chart in %
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DIFDX vs. HBLSX commentary
Dec 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 StrongBuy and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. DIFDX (1.85B). DIFDX pays higher dividends than HBLSX: DIFDX (4.53) vs HBLSX (3.13). DIFDX was incepted earlier than HBLSX: DIFDX (17 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: 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 : 5.69 vs. HBLSX (5.07). HBLSX return over 5 years is better than : 13.46 vs. DIFDX (11.78).
| 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 | 16 years | - |
| Gain YTD | 7.832 | 11.112 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 11.8B | 16% |
| Annual Yield % from dividends | 4.53 | 3.13 | 145% |
| Returns for 1 year | 5.69 | 5.07 | 112% |
| Returns for 3 years | 20.22 | 16.75 | 121% |
| Returns for 5 years | 11.78 | 13.46 | 87% |
| Returns for 10 years | 41.64 | 52.12 | 80% |
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