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DIFAX vs HBLYX
DIFAX vs HBLYX Comparison
Open Charts DIFAX vs HBLYX
MFS Diversified Income A
Price$12.20
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.92B
Hartford Balanced Income Y
Price$14.77
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.74B
DIFAX vs HBLYX Comparison Chart
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DIFAX vs. HBLYX commentary
Jun 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. DIFAX (1.92B). DIFAX pays higher dividends than HBLYX: DIFAX (4.77) 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 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 : 6.34 vs. HBLYX (3.82). DIFAX return over 5 years is better than : 16.38 vs. HBLYX (13.34).
| 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 | 3.142 | 3.380 | 93% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.92B | 11.7B | 16% |
| Annual Yield % from dividends | 4.77 | 3.53 | 135% |
| Returns for 1 year | 6.34 | 3.82 | 166% |
| Returns for 3 years | 11.78 | 8.25 | 143% |
| Returns for 5 years | 16.38 | 13.34 | 123% |
| Returns for 10 years | 36.20 | 39.66 | 91% |