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DIFIX vs HBLSX
DIFIX vs HBLSX Comparison
Open Charts DIFIX vs HBLSX
MFS Diversified Income I
Price$12.53
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.84B
Hartford Balanced Income R4
Price$14.83
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.65B
DIFIX vs HBLSX Comparison Chart in %
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DIFIX vs. HBLSX commentary
Dec 25, 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 StrongBuy and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. DIFIX (1.84B). 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 : 9.05 vs. HBLSX (6.31). DIFIX return over 5 years is better than : 17.03 vs. HBLSX (9.40).
| 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 | 8.730 | 6.585 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 11.6B | 16% |
| Annual Yield % from dividends | 5.51 | 3.13 | 176% |
| Returns for 1 year | 9.05 | 6.31 | 143% |
| Returns for 3 years | 24.82 | 17.02 | 146% |
| Returns for 5 years | 17.03 | 9.40 | 181% |
| Returns for 10 years | 56.75 | 43.92 | 129% |
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