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DIFGX vs HBLCX
DIFGX vs HBLCX Comparison
Open Charts DIFGX vs HBLCX
MFS Diversified Income R4
Price$12.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income C
Price$14.78
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.95B
DIFGX vs HBLCX Comparison Chart in %
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DIFGX vs. HBLCX commentary
Sep 10, 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 DIFGX is a Buy and HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12B vs. DIFGX (1.91B). DIFGX pays higher dividends than HBLCX: DIFGX (5.19) vs HBLCX (2.58). DIFGX was incepted earlier than HBLCX: DIFGX (17 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than DIFGX (0.71). HBLCX is a more actively managed with annual turnover of: 61.00 vs. DIFGX (48.00). DIFGX has a lower initial minimum investment than HBLCX: DIFGX (0) vs HBLCX (2000). DIFGX annual gain was more profitable for investors over the last year : 5.66 vs. HBLCX (3.12). DIFGX return over 5 years is better than : 20.45 vs. HBLCX (12.24).
| DIFGX | HBLCX | DIFGX / HBLCX | |
| Total Expense Ratio | 0.64 | 1.64 | 39% |
| Annual Report Gross Expense Ratio | 0.71 | 1.64 | 43% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 7.466 | 7.624 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.91B | 12B | 16% |
| Annual Yield % from dividends | 5.19 | 2.58 | 201% |
| Returns for 1 year | 5.66 | 3.12 | 181% |
| Returns for 3 years | 23.48 | 13.43 | 175% |
| Returns for 5 years | 20.45 | 12.24 | 167% |
| Returns for 10 years | 52.86 | 37.89 | 139% |
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