Ad is loading...
DIFEX vs HBLYX
DIFEX vs HBLYX Comparison
Open Charts DIFEX vs HBLYX
MFS Diversified Income R2
Price$11.76
Change+$0.14 (+1.20%)
VolumeN/A
Net Assets1.88B
Hartford Balanced Income Y
Price$14.24
Change+$0.37 (+2.67%)
VolumeN/A
Net Assets11.26B
DIFEX vs HBLYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DIFEX vs. HBLYX commentary
Apr 11, 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 Hold and HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.3B vs. DIFEX (1.88B). DIFEX pays higher dividends than HBLYX: DIFEX (4.33) vs HBLYX (3.53). DIFEX was incepted earlier than HBLYX: DIFEX (17 years) vs HBLYX (19 years). DIFEX (1.20) is less costly to investors than HBLYX (0.67). HBLYX (61.00) and DIFEX (60.00) have comparable annual turnover. 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 : 0.77 vs. HBLYX (-1.50). DIFEX (15.18) and HBLYX (14.76) have equivalent 5 years return.
| DIFEX | HBLYX | DIFEX / HBLYX | |
| Total Expense Ratio | 1.14 | 0.67 | 170% |
| Annual Report Gross Expense Ratio | 1.20 | 0.67 | 179% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | -2.629 | -2.722 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 11.3B | 17% |
| Annual Yield % from dividends | 4.33 | 3.53 | 123% |
| Returns for 1 year | 0.77 | -1.50 | -51% |
| Returns for 3 years | 0.34 | -0.31 | -110% |
| Returns for 5 years | 15.18 | 14.76 | 103% |
| Returns for 10 years | 24.53 | 28.95 | 85% |
View a ticker or compare two or three
VS
VS
Ad is loading...