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DIFFX vs HBLRX
DIFFX vs HBLRX Comparison
Open Charts DIFFX vs HBLRX
MFS Diversified Income R3
Price$12.64
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income R3
Price$14.89
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets11.69B
DIFFX vs HBLRX Comparison Chart in %
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DIFFX vs. HBLRX 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 DIFFX is a Hold and HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. DIFFX (1.85B). DIFFX pays higher dividends than HBLRX: DIFFX (5.38) vs HBLRX (2.86). DIFFX was incepted earlier than HBLRX: DIFFX (18 years) vs HBLRX (16 years). HBLRX (1.28) is less costly to investors than DIFFX (0.96). HBLRX is a more actively managed with annual turnover of: 61.00 vs. DIFFX (48.00). DIFFX (0) and HBLRX (0) have matching initial minimum investment requirements. DIFFX annual gain was more profitable for investors over the last year : 11.22 vs. HBLRX (7.86). DIFFX return over 5 years is better than : 16.01 vs. HBLRX (8.35).
| DIFFX | HBLRX | DIFFX / HBLRX | |
| Total Expense Ratio | 0.89 | 1.28 | 70% |
| Annual Report Gross Expense Ratio | 0.96 | 1.28 | 75% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 0.958 | 1.708 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 11.7B | 16% |
| Annual Yield % from dividends | 5.38 | 2.86 | 188% |
| Returns for 1 year | 11.22 | 7.86 | 143% |
| Returns for 3 years | 22.01 | 14.07 | 156% |
| Returns for 5 years | 16.01 | 8.35 | 192% |
| Returns for 10 years | 61.75 | 48.23 | 128% |
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