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DIFHX vs HBLRX
DIFHX vs HBLRX Comparison
Open Charts DIFHX vs HBLRX
MFS Diversified Income R6
Price$12.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.88B
Hartford Balanced Income R3
Price$15.12
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
DIFHX vs HBLRX Comparison Chart in %
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DIFHX 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 DIFHX is a Hold and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. DIFHX (1.88B). DIFHX pays higher dividends than HBLRX: DIFHX (5.39) vs HBLRX (2.89). DIFHX was incepted earlier than HBLRX: DIFHX (13 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than DIFHX (0.62). HBLRX is a more actively managed with annual turnover of: 61.00 vs. DIFHX (48.00). DIFHX (0) and HBLRX (0) have matching initial minimum investment requirements. DIFHX annual gain was more profitable for investors over the last year : 5.49 vs. HBLRX (1.78). DIFHX return over 5 years is better than : 21.42 vs. HBLRX (13.81).
| DIFHX | HBLRX | DIFHX / HBLRX | |
| Total Expense Ratio | 0.55 | 1.28 | 43% |
| Annual Report Gross Expense Ratio | 0.62 | 1.28 | 48% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 7.951 | 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 | 5.39 | 2.89 | 187% |
| Returns for 1 year | 5.49 | 1.78 | 308% |
| Returns for 3 years | 32.57 | 22.80 | 143% |
| Returns for 5 years | 21.42 | 13.81 | 155% |
| Returns for 10 years | 50.10 | 40.84 | 123% |
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