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DIFEX vs HBLRX
DIFEX vs HBLRX Comparison
Open Charts DIFEX vs HBLRX
MFS Diversified Income R2
Price$12.69
Change+$0.22 (+1.76%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income R3
Price$14.93
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets11.63B
DIFEX vs HBLRX Comparison Chart in %
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DIFEX vs. HBLRX commentary
Feb 04, 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 Buy and HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. DIFEX (1.85B). DIFEX pays higher dividends than HBLRX: DIFEX (5.15) vs HBLRX (2.82). 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: 90.00 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 : 9.82 vs. HBLRX (5.70). DIFEX return over 5 years is better than : 14.80 vs. HBLRX (8.92).
| 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 | 1.900 | 1.981 | 96% |
| 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 | 5.15 | 2.82 | 183% |
| Returns for 1 year | 9.82 | 5.70 | 172% |
| Returns for 3 years | 20.80 | 14.29 | 146% |
| Returns for 5 years | 14.80 | 8.92 | 166% |
| Returns for 10 years | 58.25 | 47.10 | 124% |
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