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DIFEX vs HBLSX
DIFEX vs HBLSX Comparison
Open Charts DIFEX vs HBLSX
MFS Diversified Income R2
Price$12.48
Change-$0.05 (-0.40%)
VolumeN/A
Net Assets1.87B
Hartford Balanced Income R4
Price$15.17
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets11.68B
DIFEX vs HBLSX Comparison Chart in %
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DIFEX vs. HBLSX commentary
Nov 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 Hold and HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.7B vs. DIFEX (1.87B). DIFEX pays higher dividends than HBLSX: DIFEX (4.95) vs HBLSX (3.19). DIFEX was incepted earlier than HBLSX: DIFEX (17 years) vs HBLSX (15 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 : 6.95 vs. HBLSX (3.65). DIFEX return over 5 years is better than : 16.06 vs. HBLSX (13.88).
| 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 | 15 years | - |
| Gain YTD | 8.278 | 9.603 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 11.7B | 16% |
| Annual Yield % from dividends | 4.95 | 3.19 | 155% |
| Returns for 1 year | 6.95 | 3.65 | 191% |
| Returns for 3 years | 25.79 | 18.31 | 141% |
| Returns for 5 years | 16.06 | 13.88 | 116% |
| Returns for 10 years | 46.57 | 46.32 | 101% |
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