Interact to see
Advertisement
Advertisement
DIFIX vs HBLSX
DIFIX vs HBLSX Comparison
Open Charts DIFIX vs HBLSX
MFS Diversified Income I
Price$12.54
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets1.86B
Hartford Balanced Income R4
Price$15.38
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets11.68B
DIFIX vs HBLSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DIFIX vs. HBLSX commentary
Dec 04, 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 Buy and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.7B vs. DIFIX (1.86B). DIFIX pays higher dividends than HBLSX: DIFIX (5.51) vs HBLSX (3.13). 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 : 5.90 vs. HBLSX (2.57). DIFIX return over 5 years is better than : 17.29 vs. HBLSX (12.14).
| 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 | 8.556 | 9.819 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 11.7B | 16% |
| Annual Yield % from dividends | 5.51 | 3.13 | 176% |
| Returns for 1 year | 5.90 | 2.57 | 229% |
| Returns for 3 years | 23.01 | 14.53 | 158% |
| Returns for 5 years | 17.29 | 12.14 | 142% |
| Returns for 10 years | 51.23 | 44.64 | 115% |
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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TEKX | 42.50 | 0.33 | +0.79% |
| SPDR Galaxy TransformativeTechAcclrtrETF | |||
| BLDG | 25.45 | 0.15 | +0.59% |
| Cambria Global Real Estate ETF | |||
| EPU | 64.81 | 0.24 | +0.37% |
| iShares MSCI Peru ETF | |||
| PDX | 21.36 | -0.25 | -1.15% |
| PIMCO Dynamic Income Strategy Fund | |||
| LLYX | 25.11 | -0.56 | -2.18% |
| Defiance Daily Target 2X Long LLY ETF | |||