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DIFEX vs HBLCX
DIFEX vs HBLCX Comparison
Open Charts DIFEX vs HBLCX
MFS Diversified Income R2
Price$12.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income C
Price$14.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
DIFEX vs HBLCX Comparison Chart in %
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DIFEX vs. HBLCX commentary
Aug 18, 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 StrongBuy and HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. DIFEX (1.91B). DIFEX pays higher dividends than HBLCX: DIFEX (4.66) vs HBLCX (2.64). 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 : 5.11 vs. HBLCX (3.34). DIFEX return over 5 years is better than : 15.85 vs. HBLCX (10.72).
| DIFEX | HBLCX | DIFEX / HBLCX | |
| Total Expense Ratio | 1.14 | 1.64 | 70% |
| Annual Report Gross Expense Ratio | 1.21 | 1.64 | 74% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 5.427 | 6.604 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.91B | 11.9B | 16% |
| Annual Yield % from dividends | 4.66 | 2.64 | 177% |
| Returns for 1 year | 5.11 | 3.34 | 153% |
| Returns for 3 years | 15.44 | 8.52 | 181% |
| Returns for 5 years | 15.85 | 10.72 | 148% |
| Returns for 10 years | 39.14 | 32.45 | 121% |
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