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DIFDX vs HBLYX
DIFDX vs HBLYX Comparison
Open Charts DIFDX vs HBLYX
MFS Diversified Income R1
Price$12.50
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.88B
Hartford Balanced Income Y
Price$15.24
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets11.84B
DIFDX vs HBLYX Comparison Chart in %
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DIFDX vs. HBLYX commentary
Oct 17, 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: 11.8B vs. DIFDX (1.88B). DIFDX pays higher dividends than HBLYX: DIFDX (4.32) vs HBLYX (3.44). 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 : 3.84 vs. HBLYX (2.52). HBLYX return over 5 years is better than : 17.58 vs. DIFDX (15.08).
| 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 | 7.080 | 9.262 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 11.8B | 16% |
| Annual Yield % from dividends | 4.32 | 3.44 | 126% |
| Returns for 1 year | 3.84 | 2.52 | 153% |
| Returns for 3 years | 28.97 | 26.36 | 110% |
| Returns for 5 years | 15.08 | 17.58 | 86% |
| Returns for 10 years | 35.76 | 49.13 | 73% |
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