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DIFDX vs HBLYX
DIFDX vs HBLYX Comparison
Open Charts DIFDX vs HBLYX
MFS Diversified Income R1
Price$12.46
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.9B
Hartford Balanced Income Y
Price$15.28
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.94B
DIFDX vs HBLYX Comparison Chart in %
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DIFDX vs. HBLYX commentary
Aug 29, 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 StrongBuy and HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. DIFDX (1.9B). DIFDX pays higher dividends than HBLYX: DIFDX (4.16) vs HBLYX (3.51). 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 : 3.83 vs. HBLYX (3.57). HBLYX return over 5 years is better than : 17.12 vs. DIFDX (13.26).
| 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 | 5.803 | 8.047 | 72% |
| 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 | 4.16 | 3.51 | 119% |
| Returns for 1 year | 3.83 | 3.57 | 107% |
| Returns for 3 years | 18.40 | 16.51 | 111% |
| Returns for 5 years | 13.26 | 17.12 | 77% |
| Returns for 10 years | 36.84 | 50.58 | 73% |
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