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DIFCX vs HBLYX
DIFCX vs HBLYX Comparison
Open Charts DIFCX vs HBLYX
MFS Diversified Income C
Price$12.30
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income Y
Price$14.85
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets11.81B
DIFCX vs HBLYX Comparison Chart in %
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DIFCX vs. HBLYX commentary
Jun 27, 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 DIFCX is a Buy and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. DIFCX (1.91B). DIFCX pays higher dividends than HBLYX: DIFCX (4.01) vs HBLYX (3.53). DIFCX was incepted earlier than HBLYX: DIFCX (19 years) vs HBLYX (19 years). DIFCX (1.70) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. DIFCX (48.00). DIFCX has a lower initial minimum investment than HBLYX: DIFCX (1000) vs HBLYX (250000). HBLYX (6.42) and DIFCX (6.42) have marching annual gain over last year. HBLYX return over 5 years is better than : 20.57 vs. DIFCX (15.06).
| DIFCX | HBLYX | DIFCX / HBLYX | |
| Total Expense Ratio | 1.64 | 0.67 | 245% |
| Annual Report Gross Expense Ratio | 1.70 | 0.67 | 254% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 3.327 | 5.500 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.91B | 11.8B | 16% |
| Annual Yield % from dividends | 4.01 | 3.53 | 114% |
| Returns for 1 year | 6.42 | 6.42 | 100% |
| Returns for 3 years | 15.19 | 16.23 | 94% |
| Returns for 5 years | 15.06 | 20.57 | 73% |
| Returns for 10 years | 28.08 | 44.06 | 64% |
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