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DIFFX vs HBLSX
DIFFX vs HBLSX Comparison
Open Charts DIFFX vs HBLSX
MFS Diversified Income R3
Price$12.54
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.84B
Hartford Balanced Income R4
Price$14.84
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
DIFFX vs HBLSX Comparison Chart in %
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DIFFX vs. HBLSX commentary
Dec 28, 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 StrongBuy and HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.7B vs. DIFFX (1.84B). DIFFX pays higher dividends than HBLSX: DIFFX (5.26) vs HBLSX (3.13). DIFFX was incepted earlier than HBLSX: DIFFX (18 years) vs HBLSX (16 years). DIFFX (0.96) and HBLSX (0.96) have similar cost to investors . HBLSX is a more actively managed with annual turnover of: 61.00 vs. DIFFX (48.00). DIFFX (0) and HBLSX (0) have matching initial minimum investment requirements. DIFFX annual gain was more profitable for investors over the last year : 8.70 vs. HBLSX (6.23). DIFFX return over 5 years is better than : 15.72 vs. HBLSX (9.47).
| DIFFX | HBLSX | DIFFX / HBLSX | |
| Total Expense Ratio | 0.89 | 0.96 | 93% |
| Annual Report Gross Expense Ratio | 0.96 | 0.96 | 100% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 8.500 | 6.656 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 11.7B | 16% |
| Annual Yield % from dividends | 5.26 | 3.13 | 168% |
| Returns for 1 year | 8.70 | 6.23 | 140% |
| Returns for 3 years | 24.47 | 17.43 | 140% |
| Returns for 5 years | 15.72 | 9.47 | 166% |
| Returns for 10 years | 53.75 | 44.24 | 122% |
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