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DIFGX vs HBLRX
DIFGX vs HBLRX Comparison
Open Charts DIFGX vs HBLRX
MFS Diversified Income R4
Price$12.49
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets1.87B
Hartford Balanced Income R3
Price$15.16
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets11.68B
DIFGX vs HBLRX Comparison Chart in %
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DIFGX vs. HBLRX 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 DIFGX is a Hold and HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. DIFGX (1.87B). DIFGX pays higher dividends than HBLRX: DIFGX (5.44) vs HBLRX (2.90). 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 : 7.06 vs. HBLRX (2.92). DIFGX return over 5 years is better than : 18.53 vs. HBLRX (11.67).
| 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 | 8.293 | 8.712 | 95% |
| 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 | 5.44 | 2.90 | 188% |
| Returns for 1 year | 7.06 | 2.92 | 242% |
| Returns for 3 years | 27.51 | 16.97 | 162% |
| Returns for 5 years | 18.53 | 11.67 | 159% |
| Returns for 10 years | 52.96 | 40.78 | 130% |
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