Interact to see
Advertisement
Advertisement
DIFIX vs HBLSX
DIFIX vs HBLSX Comparison
Open Charts DIFIX vs HBLSX
MFS Diversified Income I
Price$12.63
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income R4
Price$14.90
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets11.64B
DIFIX vs HBLSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DIFIX vs. HBLSX commentary
Jan 16, 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 DIFIX is a Hold and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. DIFIX (1.85B). DIFIX pays higher dividends than HBLSX: DIFIX (5.62) vs HBLSX (3.16). DIFIX was incepted earlier than HBLSX: DIFIX (20 years) vs HBLSX (16 years). HBLSX (0.96) is less costly to investors than DIFIX (0.71). HBLSX is a more actively managed with annual turnover of: 61.00 vs. DIFIX (48.00). DIFIX (0) and HBLSX (0) have matching initial minimum investment requirements. DIFIX annual gain was more profitable for investors over the last year : 11.48 vs. HBLSX (8.19). DIFIX return over 5 years is better than : 17.32 vs. HBLSX (9.97).
| DIFIX | HBLSX | DIFIX / HBLSX | |
| Total Expense Ratio | 0.64 | 0.96 | 67% |
| Annual Report Gross Expense Ratio | 0.71 | 0.96 | 74% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 0.959 | 1.706 | 56% |
| 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 | 5.62 | 3.16 | 178% |
| Returns for 1 year | 11.48 | 8.19 | 140% |
| Returns for 3 years | 22.80 | 15.11 | 151% |
| Returns for 5 years | 17.32 | 9.97 | 174% |
| Returns for 10 years | 64.58 | 52.31 | 123% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TBWIX | 23.02 | 0.13 | +0.57% |
| Thornburg Better World International I | |||
| RSQAX | 23.82 | 0.11 | +0.46% |
| Russell Inv Equity Income A | |||
| KAUFX | 5.65 | -0.03 | -0.53% |
| Federated Hermes Kaufmann R | |||
| MCRTX | 59.95 | -0.55 | -0.91% |
| Morgan Stanley Insight R6 | |||
| RGACX | 78.65 | -0.84 | -1.06% |
| American Funds Growth Fund of Amer R3 | |||