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DIFAX vs HBLYX
DIFAX vs HBLYX Comparison
Open Charts DIFAX vs HBLYX
MFS Diversified Income A
Price$12.10
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.93B
Hartford Balanced Income Y
Price$14.49
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
DIFAX vs HBLYX Comparison Chart
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DIFAX vs. HBLYX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. DIFAX (1.93B). DIFAX pays higher dividends than HBLYX: DIFAX (4.70) vs HBLYX (3.57). 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 : 6.61 vs. HBLYX (3.04). DIFAX return over 5 years is better than : 21.62 vs. HBLYX (19.46).
| 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 | 1.944 | 1.697 | 115% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.93B | 11.7B | 17% |
| Annual Yield % from dividends | 4.70 | 3.57 | 132% |
| Returns for 1 year | 6.61 | 3.04 | 217% |
| Returns for 3 years | 12.77 | 9.83 | 130% |
| Returns for 5 years | 21.62 | 19.46 | 111% |
| Returns for 10 years | 32.85 | 35.49 | 93% |
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