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DIFAX vs HBLYX
DIFAX vs HBLYX Comparison
Open Charts DIFAX vs HBLYX
MFS Diversified Income A
Price$12.34
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.01B
Hartford Balanced Income Y
Price$14.92
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets12.18B
DIFAX vs HBLYX Comparison Chart
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DIFAX vs. HBLYX commentary
Mar 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 DIFAX is a StrongBuy and HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.2B vs. DIFAX (2.01B). DIFAX (3.57) and HBLYX (3.51) have matching dividends . DIFAX was incepted earlier than HBLYX: DIFAX (19 years) vs HBLYX (19 years). DIFAX is a more actively managed with annual turnover of: 62.00 vs. HBLYX (57.00). DIFAX has a lower initial minimum investment than HBLYX: DIFAX (1000) vs HBLYX (250000). DIFAX annual gain was more profitable for investors over the last year : 8.11 vs. HBLYX (7.52). HBLYX return over 5 years is better than : 16.88 vs. DIFAX (13.31).
| DIFAX | HBLYX | DIFAX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 2.490 | 3.753 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 2.01B | 12.2B | 16% |
| Annual Yield % from dividends | 3.57 | 3.51 | 102% |
| Returns for 1 year | 8.11 | 7.52 | 108% |
| Returns for 3 years | 7.06 | 6.25 | 113% |
| Returns for 5 years | 13.31 | 16.88 | 79% |
| Returns for 10 years | 33.24 | 38.55 | 86% |
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