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DIFEX vs HBLYX
DIFEX vs HBLYX Comparison
Open Charts DIFEX vs HBLYX
MFS Diversified Income R2
Price$12.29
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income Y
Price$14.85
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets11.81B
DIFEX vs HBLYX Comparison Chart in %
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DIFEX vs. HBLYX commentary
Jun 27, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. DIFEX (1.91B). DIFEX pays higher dividends than HBLYX: DIFEX (4.52) 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 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 : 6.95 vs. HBLYX (6.42). HBLYX return over 5 years is better than : 20.57 vs. DIFEX (18.07).
| 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 | 3.542 | 5.500 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 11.8B | 16% |
| Annual Yield % from dividends | 4.52 | 3.53 | 128% |
| Returns for 1 year | 6.95 | 6.42 | 108% |
| Returns for 3 years | 17.03 | 16.23 | 105% |
| Returns for 5 years | 18.07 | 20.57 | 88% |
| Returns for 10 years | 35.70 | 44.06 | 81% |
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