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DIFFX vs HBLSX
DIFFX vs HBLSX Comparison
Open Charts DIFFX vs HBLSX
MFS Diversified Income R3
Price$12.52
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.88B
Hartford Balanced Income R4
Price$15.13
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.79B
DIFFX vs HBLSX Comparison Chart in %
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DIFFX vs. HBLSX commentary
Oct 19, 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. DIFFX (1.88B). DIFFX pays higher dividends than HBLSX: DIFFX (5.06) vs HBLSX (3.18). DIFFX was incepted earlier than HBLSX: DIFFX (17 years) vs HBLSX (15 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 : 5.13 vs. HBLSX (2.09). DIFFX return over 5 years is better than : 19.58 vs. HBLSX (15.53).
| 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 | 15 years | - |
| Gain YTD | 7.762 | 8.741 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 11.8B | 16% |
| Annual Yield % from dividends | 5.06 | 3.18 | 159% |
| Returns for 1 year | 5.13 | 2.09 | 245% |
| Returns for 3 years | 31.48 | 23.89 | 132% |
| Returns for 5 years | 19.58 | 15.53 | 126% |
| Returns for 10 years | 46.45 | 44.51 | 104% |
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