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DIFAX vs HBLYX
DIFAX vs HBLYX Comparison
Open Charts DIFAX vs HBLYX
MFS Diversified Income A
Price$12.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income Y
Price$15.23
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.58B
DIFAX vs HBLYX Comparison Chart in %
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DIFAX vs. HBLYX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. DIFAX (1.85B). DIFAX pays higher dividends than HBLYX: DIFAX (5.19) vs HBLYX (3.44). DIFAX was incepted earlier than HBLYX: DIFAX (20 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 : 6.54 vs. HBLYX (3.04). DIFAX return over 5 years is better than : 16.10 vs. HBLYX (13.74).
| DIFAX | HBLYX | DIFAX / HBLYX | |
| Total Expense Ratio | 0.89 | 0.67 | 133% |
| Annual Report Gross Expense Ratio | 0.96 | 0.67 | 143% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 7.548 | 8.548 | 88% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.85B | 11.6B | 16% |
| Annual Yield % from dividends | 5.19 | 3.44 | 151% |
| Returns for 1 year | 6.54 | 3.04 | 215% |
| Returns for 3 years | 24.93 | 17.20 | 145% |
| Returns for 5 years | 16.10 | 13.74 | 117% |
| Returns for 10 years | 46.26 | 46.51 | 99% |
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