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DIFDX vs HBLYX
DIFDX vs HBLYX Comparison
Open Charts DIFDX vs HBLYX
MFS Diversified Income R1
Price$11.91
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income Y
Price$14.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.53B
DIFDX vs HBLYX Comparison Chart
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DIFDX vs. HBLYX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.5B vs. DIFDX (1.91B). DIFDX pays higher dividends than HBLYX: DIFDX (3.83) vs HBLYX (3.53). DIFDX was incepted earlier than HBLYX: DIFDX (17 years) vs HBLYX (19 years). DIFDX (1.70) is less costly to investors than HBLYX (0.67). HBLYX (61.00) and DIFDX (60.00) have comparable annual turnover. 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 : 5.58 vs. HBLYX (4.27). HBLYX return over 5 years is better than : 16.40 vs. DIFDX (14.56).
| DIFDX | HBLYX | DIFDX / HBLYX | |
| Total Expense Ratio | 1.64 | 0.67 | 245% |
| Annual Report Gross Expense Ratio | 1.70 | 0.67 | 254% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | -0.576 | 0.083 | -690% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 11.5B | 17% |
| Annual Yield % from dividends | 3.83 | 3.53 | 109% |
| Returns for 1 year | 5.58 | 4.27 | 131% |
| Returns for 3 years | 2.16 | 4.05 | 53% |
| Returns for 5 years | 14.56 | 16.40 | 89% |
| Returns for 10 years | 21.09 | 32.38 | 65% |
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