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DIFEX vs HBLYX
DIFEX vs HBLYX Comparison
Open Charts DIFEX vs HBLYX
MFS Diversified Income R2
Price$12.08
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets2.01B
Hartford Balanced Income Y
Price$14.60
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets12.1B
DIFEX vs HBLYX Comparison Chart
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DIFEX vs. HBLYX commentary
Jan 19, 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: 12.1B vs. DIFEX (2.01B). HBLYX pays higher dividends than DIFEX: HBLYX (3.51) vs DIFEX (3.33). DIFEX was incepted earlier than HBLYX: DIFEX (17 years) vs HBLYX (18 years). DIFEX is a more actively managed with annual turnover of: 62.00 vs. HBLYX (57.00). 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 : 6.76 vs. HBLYX (6.32). HBLYX return over 5 years is better than : 9.52 vs. DIFEX (5.25).
| DIFEX | HBLYX | DIFEX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 0.083 | 1.459 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 12.1B | 17% |
| Annual Yield % from dividends | 3.33 | 3.51 | 95% |
| Returns for 1 year | 6.76 | 6.32 | 107% |
| Returns for 3 years | -0.26 | 1.17 | -22% |
| Returns for 5 years | 5.25 | 9.52 | 55% |
| Returns for 10 years | 30.37 | 36.78 | 83% |
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