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DIFFX vs HBLYX
DIFFX vs HBLYX Comparison
Open Charts DIFFX vs HBLYX
MFS Diversified Income R3
Price$12.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2B
Hartford Balanced Income Y
Price$14.82
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets12.12B
DIFFX vs HBLYX Comparison Chart
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DIFFX vs. HBLYX commentary
Feb 23, 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 DIFFX is a Buy and HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. DIFFX (2B). DIFFX (3.57) and HBLYX (3.51) have matching dividends . DIFFX was incepted earlier than HBLYX: DIFFX (17 years) vs HBLYX (19 years). DIFFX is a more actively managed with annual turnover of: 62.00 vs. HBLYX (57.00). DIFFX has a lower initial minimum investment than HBLYX: DIFFX (0) vs HBLYX (250000). DIFFX annual gain was more profitable for investors over the last year : 7.83 vs. HBLYX (6.80). HBLYX return over 5 years is better than : 10.09 vs. DIFFX (6.93).
| DIFFX | HBLYX | DIFFX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 1.742 | 2.988 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 12.1B | 17% |
| Annual Yield % from dividends | 3.57 | 3.51 | 102% |
| Returns for 1 year | 7.83 | 6.80 | 115% |
| Returns for 3 years | 5.56 | 5.40 | 103% |
| Returns for 5 years | 6.93 | 10.09 | 69% |
| Returns for 10 years | 33.98 | 36.83 | 92% |
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