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DIFEX vs HBLRX
DIFEX vs HBLRX Comparison
Open Charts DIFEX vs HBLRX
MFS Diversified Income R2
Price$12.59
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income R3
Price$14.89
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets11.65B
DIFEX vs HBLRX Comparison Chart in %
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DIFEX vs. HBLRX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. DIFEX (1.85B). DIFEX pays higher dividends than HBLRX: DIFEX (5.13) vs HBLRX (2.86). DIFEX was incepted earlier than HBLRX: DIFEX (18 years) vs HBLRX (16 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 : 10.81 vs. HBLRX (7.58). DIFEX return over 5 years is better than : 14.22 vs. HBLRX (7.56).
| DIFEX | HBLRX | DIFEX / HBLRX | |
| Total Expense Ratio | 1.14 | 1.28 | 89% |
| Annual Report Gross Expense Ratio | 1.21 | 1.28 | 95% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 0.639 | 1.161 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 11.6B | 16% |
| Annual Yield % from dividends | 5.13 | 2.86 | 179% |
| Returns for 1 year | 10.81 | 7.58 | 143% |
| Returns for 3 years | 20.64 | 13.45 | 153% |
| Returns for 5 years | 14.22 | 7.56 | 188% |
| Returns for 10 years | 57.31 | 47.44 | 121% |
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