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DIFCX vs HBLYX
DIFCX vs HBLYX Comparison
Open Charts DIFCX vs HBLYX
MFS Diversified Income C
Price$11.73
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets1.89B
Hartford Balanced Income Y
Price$14.15
Change+$0.10 (+0.71%)
VolumeN/A
Net Assets11.39B
DIFCX vs HBLYX Comparison Chart
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DIFCX vs. HBLYX commentary
Apr 12, 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 Hold and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.4B vs. DIFCX (1.89B). DIFCX pays higher dividends than HBLYX: DIFCX (3.83) 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 (61.00) and DIFCX (60.00) have comparable annual turnover. DIFCX has a lower initial minimum investment than HBLYX: DIFCX (1000) vs HBLYX (250000). DIFCX annual gain was more profitable for investors over the last year : 2.58 vs. HBLYX (1.23). HBLYX return over 5 years is better than : 16.25 vs. DIFCX (13.02).
| 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 | -2.080 | -1.460 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.89B | 11.4B | 17% |
| Annual Yield % from dividends | 3.83 | 3.53 | 109% |
| Returns for 1 year | 2.58 | 1.23 | 209% |
| Returns for 3 years | 0.38 | 1.97 | 19% |
| Returns for 5 years | 13.02 | 16.25 | 80% |
| Returns for 10 years | 18.19 | 30.62 | 59% |
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