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DIFAX vs HBLYX
DIFAX vs HBLYX Comparison
Open Charts DIFAX vs HBLYX
MFS Diversified Income A
Price$12.31
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income Y
Price$14.93
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.86B
DIFAX vs HBLYX Comparison Chart in %
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DIFAX vs. HBLYX commentary
Jul 15, 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 Hold and HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. DIFAX (1.91B). DIFAX pays higher dividends than HBLYX: DIFAX (4.79) 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 : 5.97 vs. HBLYX (4.69). DIFAX (19.09) and HBLYX (18.50) have equivalent 5 years return.
| 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 | 4.427 | 5.641 | 78% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.91B | 11.9B | 16% |
| Annual Yield % from dividends | 4.79 | 3.51 | 137% |
| Returns for 1 year | 5.97 | 4.69 | 127% |
| Returns for 3 years | 19.80 | 16.88 | 117% |
| Returns for 5 years | 19.09 | 18.50 | 103% |
| Returns for 10 years | 37.18 | 43.08 | 86% |
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