Interact to see
Advertisement
Advertisement
DIFEX vs HBLYX
DIFEX vs HBLYX Comparison
Open Charts DIFEX vs HBLYX
MFS Diversified Income R2
Price$12.20
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.92B
Hartford Balanced Income Y
Price$14.74
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.74B
DIFEX vs HBLYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DIFEX vs. HBLYX commentary
Jun 07, 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: 11.7B vs. DIFEX (1.92B). 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 : 6.16 vs. HBLYX (3.82). DIFEX return over 5 years is better than : 15.05 vs. HBLYX (13.50).
| 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 | 3.120 | 3.520 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 11.7B | 16% |
| Annual Yield % from dividends | 4.52 | 3.53 | 128% |
| Returns for 1 year | 6.16 | 3.82 | 161% |
| Returns for 3 years | 11.42 | 9.12 | 125% |
| Returns for 5 years | 15.05 | 13.50 | 112% |
| Returns for 10 years | 33.95 | 39.75 | 85% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement