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DIFEX vs HBLYX
DIFEX vs HBLYX Comparison
Open Charts DIFEX vs HBLYX
MFS Diversified Income R2
Price$12.47
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income Y
Price$15.32
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.95B
DIFEX vs HBLYX Comparison Chart in %
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DIFEX vs. HBLYX commentary
Sep 08, 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 DIFEX is a Buy and HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. DIFEX (1.91B). DIFEX pays higher dividends than HBLYX: DIFEX (4.70) vs HBLYX (3.43). DIFEX was incepted earlier than HBLYX: DIFEX (17 years) vs HBLYX (19 years). DIFEX (1.21) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. DIFEX (48.00). DIFEX has a lower initial minimum investment than HBLYX: DIFEX (0) vs HBLYX (250000). DIFEX annual gain was more profitable for investors over the last year : 4.88 vs. HBLYX (3.84). HBLYX (17.81) and DIFEX (17.28) have equivalent 5 years return.
| DIFEX | HBLYX | DIFEX / HBLYX | |
| Total Expense Ratio | 1.14 | 0.67 | 170% |
| Annual Report Gross Expense Ratio | 1.21 | 0.67 | 181% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 7.113 | 8.401 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 12B | 16% |
| Annual Yield % from dividends | 4.70 | 3.43 | 137% |
| Returns for 1 year | 4.88 | 3.84 | 127% |
| Returns for 3 years | 23.35 | 19.59 | 119% |
| Returns for 5 years | 17.28 | 17.81 | 97% |
| Returns for 10 years | 45.64 | 51.07 | 89% |
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