DIFEX
Price
$12.53
Change
+$0.01 (+0.08%)
Updated
Sep 8 closing price
Net Assets
1.91B
HBLCX
Price
$14.78
Change
+$0.03 (+0.20%)
Updated
Sep 8 closing price
Net Assets
11.95B
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DIFEX vs HBLCX

Header iconDIFEX vs HBLCX Comparison
Open Charts DIFEX vs HBLCXBanner chart's image
MFS Diversified Income R2
Price$12.53
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income C
Price$14.78
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.95B
DIFEX vs HBLCX Comparison Chart in %
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DIFEX vs. HBLCX commentary
Sep 09, 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 DIFEX is a Buy and HBLCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12B vs. DIFEX (1.91B). DIFEX pays higher dividends than HBLCX: DIFEX (4.70) vs HBLCX (2.58). DIFEX was incepted earlier than HBLCX: DIFEX (17 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than DIFEX (1.21). HBLCX is a more actively managed with annual turnover of: 61.00 vs. DIFEX (48.00). DIFEX has a lower initial minimum investment than HBLCX: DIFEX (0) vs HBLCX (2000). DIFEX annual gain was more profitable for investors over the last year : 5.14 vs. HBLCX (3.12). DIFEX return over 5 years is better than : 17.56 vs. HBLCX (12.24).
DIFEXHBLCXDIFEX / HBLCX
Total Expense Ratio1.141.6470%
Annual Report Gross Expense Ratio1.211.6474%
Fund Existence17 years19 years-
Gain YTD7.1987.62494%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRAN/A2000-
Net Assets1.91B12B16%
Annual Yield % from dividends4.702.58182%
Returns for 1 year5.143.12164%
Returns for 3 years21.6413.43161%
Returns for 5 years17.5612.24143%
Returns for 10 years45.5137.89120%
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