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DIFFX vs HBLCX
DIFFX vs HBLCX Comparison
Open Charts DIFFX vs HBLCX
MFS Diversified Income R3
Price$12.54
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income C
Price$14.75
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets11.94B
DIFFX vs HBLCX Comparison Chart in %
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DIFFX vs. HBLCX commentary
Sep 07, 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 DIFFX is a Buy and HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. DIFFX (1.91B). DIFFX pays higher dividends than HBLCX: DIFFX (4.94) vs HBLCX (2.58). DIFFX was incepted earlier than HBLCX: DIFFX (17 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than DIFFX (0.96). HBLCX is a more actively managed with annual turnover of: 61.00 vs. DIFFX (48.00). DIFFX has a lower initial minimum investment than HBLCX: DIFFX (0) vs HBLCX (2000). DIFFX annual gain was more profitable for investors over the last year : 5.23 vs. HBLCX (2.50). DIFFX return over 5 years is better than : 18.85 vs. HBLCX (11.86).
| DIFFX | HBLCX | DIFFX / HBLCX | |
| Total Expense Ratio | 0.89 | 1.64 | 54% |
| Annual Report Gross Expense Ratio | 0.96 | 1.64 | 59% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 7.373 | 7.405 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.91B | 11.9B | 16% |
| Annual Yield % from dividends | 4.94 | 2.58 | 191% |
| Returns for 1 year | 5.23 | 2.50 | 209% |
| Returns for 3 years | 24.48 | 15.65 | 156% |
| Returns for 5 years | 18.85 | 11.86 | 159% |
| Returns for 10 years | 49.45 | 37.40 | 132% |
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