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DIFAX vs HBLYX
DIFAX vs HBLYX Comparison
Open Charts DIFAX vs HBLYX
MFS Diversified Income A
Price$11.92
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income Y
Price$14.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.53B
DIFAX vs HBLYX Comparison Chart
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DIFAX vs. HBLYX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.5B vs. DIFAX (1.91B). DIFAX pays higher dividends than HBLYX: DIFAX (4.58) vs HBLYX (3.53). DIFAX was incepted earlier than HBLYX: DIFAX (19 years) vs HBLYX (19 years). DIFAX (0.95) is less costly to investors than HBLYX (0.67). HBLYX (61.00) and DIFAX (60.00) have comparable annual turnover. 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 : 6.38 vs. HBLYX (4.27). DIFAX return over 5 years is better than : 18.72 vs. HBLYX (16.40).
| DIFAX | HBLYX | DIFAX / HBLYX | |
| Total Expense Ratio | 0.89 | 0.67 | 133% |
| Annual Report Gross Expense Ratio | 0.95 | 0.67 | 142% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | -0.470 | 0.083 | -564% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.91B | 11.5B | 17% |
| Annual Yield % from dividends | 4.58 | 3.53 | 130% |
| Returns for 1 year | 6.38 | 4.27 | 150% |
| Returns for 3 years | 4.39 | 4.05 | 109% |
| Returns for 5 years | 18.72 | 16.40 | 114% |
| Returns for 10 years | 29.04 | 32.38 | 90% |
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