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DIFAX vs HBLYX
DIFAX vs HBLYX Comparison
Open Charts DIFAX vs HBLYX
MFS Diversified Income A
Price$12.33
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income Y
Price$14.98
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.83B
DIFAX vs HBLYX Comparison Chart in %
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DIFAX vs. HBLYX commentary
Aug 07, 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 Buy and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. DIFAX (1.91B). DIFAX pays higher dividends than HBLYX: DIFAX (4.91) vs HBLYX (3.51). DIFAX was incepted earlier than HBLYX: DIFAX (19 years) vs HBLYX (19 years). DIFAX (0.96) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. DIFAX (48.00). 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 : 6.41 vs. HBLYX (5.18). DIFAX return over 5 years is better than : 16.17 vs. HBLYX (14.59).
| DIFAX | HBLYX | DIFAX / HBLYX | |
| Total Expense Ratio | 0.89 | 0.67 | 133% |
| Annual Report Gross Expense Ratio | 0.96 | 0.67 | 143% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 5.152 | 6.207 | 83% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.91B | 11.8B | 16% |
| Annual Yield % from dividends | 4.91 | 3.51 | 140% |
| Returns for 1 year | 6.41 | 5.18 | 124% |
| Returns for 3 years | 17.68 | 13.36 | 132% |
| Returns for 5 years | 16.17 | 14.59 | 111% |
| Returns for 10 years | 40.45 | 44.17 | 92% |
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