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DIFEX vs HBLSX
DIFEX vs HBLSX Comparison
Open Charts DIFEX vs HBLSX
MFS Diversified Income R2
Price$12.69
Change+$0.22 (+1.76%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income R4
Price$14.94
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets11.63B
DIFEX vs HBLSX Comparison Chart in %
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DIFEX vs. HBLSX 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 HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. DIFEX (1.85B). DIFEX pays higher dividends than HBLSX: DIFEX (5.15) vs HBLSX (3.11). 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: 90.00 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 : 9.82 vs. HBLSX (5.73). DIFEX return over 5 years is better than : 14.80 vs. HBLSX (11.33).
| 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 | 1.900 | 1.843 | 103% |
| 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 | 3.11 | 166% |
| Returns for 1 year | 9.82 | 5.73 | 171% |
| Returns for 3 years | 20.80 | 15.18 | 137% |
| Returns for 5 years | 14.80 | 11.33 | 131% |
| Returns for 10 years | 58.25 | 50.94 | 114% |
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