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DIFDX vs HBLYX
DIFDX vs HBLYX Comparison
Open Charts DIFDX vs HBLYX
MFS Diversified Income R1
Price$12.50
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets1.9B
Hartford Balanced Income Y
Price$15.35
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.91B
DIFDX vs HBLYX Comparison Chart in %
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DIFDX vs. HBLYX commentary
Sep 22, 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 DIFDX is a Hold and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. DIFDX (1.9B). DIFDX pays higher dividends than HBLYX: DIFDX (4.20) vs HBLYX (3.43). DIFDX was incepted earlier than HBLYX: DIFDX (17 years) vs HBLYX (19 years). DIFDX (1.71) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. DIFDX (48.00). DIFDX has a lower initial minimum investment than HBLYX: DIFDX (0) vs HBLYX (250000). DIFDX annual gain was more profitable for investors over the last year : 3.04 vs. HBLYX (2.37). HBLYX return over 5 years is better than : 17.96 vs. DIFDX (15.19).
| DIFDX | HBLYX | DIFDX / HBLYX | |
| Total Expense Ratio | 1.64 | 0.67 | 245% |
| Annual Report Gross Expense Ratio | 1.71 | 0.67 | 255% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 6.675 | 8.613 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 11.9B | 16% |
| Annual Yield % from dividends | 4.20 | 3.43 | 123% |
| Returns for 1 year | 3.04 | 2.37 | 128% |
| Returns for 3 years | 23.37 | 20.59 | 114% |
| Returns for 5 years | 15.19 | 17.96 | 85% |
| Returns for 10 years | 38.67 | 52.18 | 74% |
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