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DIFFX vs HBLSX
DIFFX vs HBLSX Comparison
Open Charts DIFFX vs HBLSX
MFS Diversified Income R3
Price$12.55
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets1.86B
Hartford Balanced Income R4
Price$15.38
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets11.68B
DIFFX vs HBLSX Comparison Chart in %
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DIFFX vs. HBLSX commentary
Dec 04, 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.7B vs. DIFFX (1.86B). DIFFX pays higher dividends than HBLSX: DIFFX (5.26) vs HBLSX (3.13). DIFFX was incepted earlier than HBLSX: DIFFX (17 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 : 5.65 vs. HBLSX (2.57). DIFFX return over 5 years is better than : 15.98 vs. HBLSX (12.14).
| DIFFX | HBLSX | DIFFX / HBLSX | |
| Total Expense Ratio | 0.89 | 0.96 | 93% |
| Annual Report Gross Expense Ratio | 0.96 | 0.96 | 100% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 8.327 | 9.819 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 11.7B | 16% |
| Annual Yield % from dividends | 5.26 | 3.13 | 168% |
| Returns for 1 year | 5.65 | 2.57 | 220% |
| Returns for 3 years | 22.24 | 14.53 | 153% |
| Returns for 5 years | 15.98 | 12.14 | 132% |
| Returns for 10 years | 48.85 | 44.64 | 109% |
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