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DIFEX vs HBLYX
DIFEX vs HBLYX Comparison
Open Charts DIFEX vs HBLYX
MFS Diversified Income R2
Price$12.30
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income Y
Price$14.92
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.82B
DIFEX vs HBLYX Comparison Chart in %
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DIFEX vs. HBLYX commentary
Jul 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 StrongBuy 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 (4.54) vs HBLYX (3.51). 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 : 4.76 vs. HBLYX (2.81). DIFEX (16.40) and HBLYX (15.81) 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 | 4.130 | 5.429 | 76% |
| 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 | 4.54 | 3.51 | 129% |
| Returns for 1 year | 4.76 | 2.81 | 169% |
| Returns for 3 years | 19.04 | 16.72 | 114% |
| Returns for 5 years | 16.40 | 15.81 | 104% |
| Returns for 10 years | 34.75 | 42.58 | 82% |
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