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DIFEX vs HBLSX
DIFEX vs HBLSX Comparison
Open Charts DIFEX vs HBLSX
MFS Diversified Income R2
Price$12.49
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income R4
Price$15.41
Change-$0.05 (-0.32%)
VolumeN/A
Net Assets11.76B
DIFEX vs HBLSX Comparison Chart in %
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DIFEX vs. HBLSX commentary
Dec 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 StrongBuy and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. DIFEX (1.85B). DIFEX pays higher dividends than HBLSX: DIFEX (5.02) vs HBLSX (3.13). DIFEX was incepted earlier than HBLSX: DIFEX (17 years) vs HBLSX (16 years). DIFEX (1.21) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. DIFEX (48.00). DIFEX (0) and HBLSX (0) have matching initial minimum investment requirements. DIFEX annual gain was more profitable for investors over the last year : 6.18 vs. HBLSX (5.07). DIFEX return over 5 years is better than : 14.39 vs. HBLSX (13.46).
| DIFEX | HBLSX | DIFEX / HBLSX | |
| Total Expense Ratio | 1.14 | 0.96 | 119% |
| Annual Report Gross Expense Ratio | 1.21 | 0.96 | 126% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 8.191 | 11.112 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 11.8B | 16% |
| Annual Yield % from dividends | 5.02 | 3.13 | 160% |
| Returns for 1 year | 6.18 | 5.07 | 122% |
| Returns for 3 years | 21.98 | 16.75 | 131% |
| Returns for 5 years | 14.39 | 13.46 | 107% |
| Returns for 10 years | 48.58 | 52.12 | 93% |
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