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DIFFX vs HBLSX
DIFFX vs HBLSX Comparison
Open Charts DIFFX vs HBLSX
MFS Diversified Income R3
Price$12.50
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets1.87B
Hartford Balanced Income R4
Price$15.17
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets11.68B
DIFFX vs HBLSX Comparison Chart in %
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DIFFX vs. HBLSX 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 HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.7B vs. DIFFX (1.87B). DIFFX pays higher dividends than HBLSX: DIFFX (5.19) vs HBLSX (3.19). 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 : 7.22 vs. HBLSX (3.65). DIFFX return over 5 years is better than : 17.52 vs. HBLSX (13.88).
| 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 | 8.500 | 9.603 | 89% |
| 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 | 3.19 | 163% |
| Returns for 1 year | 7.22 | 3.65 | 198% |
| Returns for 3 years | 26.84 | 18.31 | 147% |
| Returns for 5 years | 17.52 | 13.88 | 126% |
| Returns for 10 years | 50.28 | 46.32 | 109% |
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