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DIFFX vs HBLRX
DIFFX vs HBLRX Comparison
Open Charts DIFFX vs HBLRX
MFS Diversified Income R3
Price$12.50
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets1.87B
Hartford Balanced Income R3
Price$15.16
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets11.68B
DIFFX vs HBLRX Comparison Chart in %
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DIFFX vs. HBLRX 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 DIFFX is a Hold and HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. DIFFX (1.87B). DIFFX pays higher dividends than HBLRX: DIFFX (5.19) vs HBLRX (2.90). DIFFX was incepted earlier than HBLRX: DIFFX (17 years) vs HBLRX (15 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 : 6.87 vs. HBLRX (3.26). DIFFX return over 5 years is better than : 17.15 vs. HBLRX (12.18).
| DIFFX | HBLRX | DIFFX / HBLRX | |
| Total Expense Ratio | 0.89 | 1.28 | 70% |
| Annual Report Gross Expense Ratio | 0.96 | 1.28 | 75% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 8.154 | 9.214 | 88% |
| 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 | 5.19 | 2.90 | 179% |
| Returns for 1 year | 6.87 | 3.26 | 211% |
| Returns for 3 years | 26.66 | 17.18 | 155% |
| Returns for 5 years | 17.15 | 12.18 | 141% |
| Returns for 10 years | 49.42 | 42.50 | 116% |