Interact to see
Advertisement
Advertisement
DIFGX vs HBLRX
DIFGX vs HBLRX Comparison
Open Charts DIFGX vs HBLRX
MFS Diversified Income R4
Price$12.51
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.88B
Hartford Balanced Income R3
Price$15.12
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
DIFGX vs HBLRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DIFGX vs. HBLRX 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 DIFGX is a Hold and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. DIFGX (1.88B). DIFGX pays higher dividends than HBLRX: DIFGX (5.31) vs HBLRX (2.89). DIFGX was incepted earlier than HBLRX: DIFGX (17 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than DIFGX (0.71). HBLRX is a more actively managed with annual turnover of: 61.00 vs. DIFGX (48.00). DIFGX (0) and HBLRX (0) have matching initial minimum investment requirements. DIFGX annual gain was more profitable for investors over the last year : 5.31 vs. HBLRX (1.78). DIFGX return over 5 years is better than : 21.00 vs. HBLRX (13.81).
| DIFGX | HBLRX | DIFGX / HBLRX | |
| Total Expense Ratio | 0.64 | 1.28 | 50% |
| Annual Report Gross Expense Ratio | 0.71 | 1.28 | 55% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 7.879 | 8.426 | 94% |
| 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 | 5.31 | 2.89 | 183% |
| Returns for 1 year | 5.31 | 1.78 | 298% |
| Returns for 3 years | 32.37 | 22.80 | 142% |
| Returns for 5 years | 21.00 | 13.81 | 152% |
| Returns for 10 years | 50.05 | 40.84 | 123% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement