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DIFHX vs HBLRX
DIFHX vs HBLRX Comparison
Open Charts DIFHX vs HBLRX
MFS Diversified Income R6
Price$12.70
Change+$0.23 (+1.84%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income R3
Price$14.93
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets11.63B
DIFHX vs HBLRX Comparison Chart in %
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DIFHX vs. HBLRX commentary
Feb 05, 2026
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 Buy and HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. DIFHX (1.85B). DIFHX pays higher dividends than HBLRX: DIFHX (5.72) vs HBLRX (2.82). DIFHX was incepted earlier than HBLRX: DIFHX (14 years) vs HBLRX (16 years). HBLRX (1.28) is less costly to investors than DIFHX (0.62). HBLRX is a more actively managed with annual turnover of: 90.00 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 : 10.50 vs. HBLRX (5.70). DIFHX return over 5 years is better than : 18.17 vs. HBLRX (8.92).
| DIFHX | HBLRX | DIFHX / HBLRX | |
| Total Expense Ratio | 0.55 | 1.28 | 43% |
| Annual Report Gross Expense Ratio | 0.62 | 1.28 | 48% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 2.030 | 1.981 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 11.6B | 16% |
| Annual Yield % from dividends | 5.72 | 2.82 | 203% |
| Returns for 1 year | 10.50 | 5.70 | 184% |
| Returns for 3 years | 22.90 | 14.29 | 160% |
| Returns for 5 years | 18.17 | 8.92 | 204% |
| Returns for 10 years | 66.51 | 47.10 | 141% |
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