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DIFEX vs HBLRX
DIFEX vs HBLRX Comparison
Open Charts DIFEX vs HBLRX
MFS Diversified Income R2
Price$12.48
Change-$0.05 (-0.40%)
VolumeN/A
Net Assets1.87B
Hartford Balanced Income R3
Price$15.16
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets11.68B
DIFEX vs HBLRX Comparison Chart in %
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DIFEX vs. HBLRX 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 DIFEX is a Hold and HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. DIFEX (1.87B). DIFEX pays higher dividends than HBLRX: DIFEX (4.95) vs HBLRX (2.90). DIFEX was incepted earlier than HBLRX: DIFEX (17 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than DIFEX (1.21). HBLRX is a more actively managed with annual turnover of: 61.00 vs. DIFEX (48.00). DIFEX (0) and HBLRX (0) have matching initial minimum investment requirements. DIFEX annual gain was more profitable for investors over the last year : 6.52 vs. HBLRX (3.26). DIFEX return over 5 years is better than : 15.59 vs. HBLRX (12.18).
| DIFEX | HBLRX | DIFEX / HBLRX | |
| Total Expense Ratio | 1.14 | 1.28 | 89% |
| Annual Report Gross Expense Ratio | 1.21 | 1.28 | 95% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 7.846 | 9.214 | 85% |
| 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 | 4.95 | 2.90 | 171% |
| Returns for 1 year | 6.52 | 3.26 | 200% |
| Returns for 3 years | 25.51 | 17.18 | 148% |
| Returns for 5 years | 15.59 | 12.18 | 128% |
| Returns for 10 years | 45.49 | 42.50 | 107% |