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DIFEX vs HBLSX
DIFEX vs HBLSX Comparison
Open Charts DIFEX vs HBLSX
MFS Diversified Income R2
Price$12.59
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income R4
Price$14.90
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets11.65B
DIFEX vs HBLSX Comparison Chart in %
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DIFEX vs. HBLSX 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. DIFEX (1.85B). DIFEX pays higher dividends than HBLSX: DIFEX (5.13) vs HBLSX (3.16). DIFEX was incepted earlier than HBLSX: DIFEX (18 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 : 10.81 vs. HBLSX (7.91). DIFEX return over 5 years is better than : 14.22 vs. HBLSX (9.24).
| DIFEX | HBLSX | DIFEX / HBLSX | |
| Total Expense Ratio | 1.14 | 0.96 | 119% |
| Annual Report Gross Expense Ratio | 1.21 | 0.96 | 126% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 0.639 | 1.160 | 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 | 3.16 | 162% |
| Returns for 1 year | 10.81 | 7.91 | 137% |
| Returns for 3 years | 20.64 | 14.49 | 142% |
| Returns for 5 years | 14.22 | 9.24 | 154% |
| Returns for 10 years | 57.31 | 51.49 | 111% |
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