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DIFIX vs HBLSX
DIFIX vs HBLSX Comparison
Open Charts DIFIX vs HBLSX
MFS Diversified Income I
Price$12.49
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets1.87B
Hartford Balanced Income R4
Price$15.17
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets11.68B
DIFIX vs HBLSX Comparison Chart in %
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DIFIX vs. HBLSX 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 DIFIX is a Hold and HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.7B vs. DIFIX (1.87B). DIFIX pays higher dividends than HBLSX: DIFIX (5.44) vs HBLSX (3.19). DIFIX was incepted earlier than HBLSX: DIFIX (19 years) vs HBLSX (15 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 : 7.49 vs. HBLSX (3.65). DIFIX return over 5 years is better than : 18.87 vs. HBLSX (13.88).
| DIFIX | HBLSX | DIFIX / HBLSX | |
| Total Expense Ratio | 0.64 | 0.96 | 67% |
| Annual Report Gross Expense Ratio | 0.71 | 0.96 | 74% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 8.730 | 9.603 | 91% |
| 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 | 3.19 | 171% |
| Returns for 1 year | 7.49 | 3.65 | 205% |
| Returns for 3 years | 27.55 | 18.31 | 150% |
| Returns for 5 years | 18.87 | 13.88 | 136% |
| Returns for 10 years | 52.75 | 46.32 | 114% |
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