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DIFFX vs HBLYX
DIFFX vs HBLYX Comparison
Open Charts DIFFX vs HBLYX
MFS Diversified Income R3
Price$12.46
Change-$0.05 (-0.40%)
VolumeN/A
Net Assets1.89B
Hartford Balanced Income Y
Price$15.26
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets11.88B
DIFFX vs HBLYX Comparison Chart in %
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DIFFX vs. HBLYX commentary
Sep 26, 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 Hold and HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. DIFFX (1.9B). DIFFX pays higher dividends than HBLYX: DIFFX (4.94) vs HBLYX (3.43). DIFFX was incepted earlier than HBLYX: DIFFX (17 years) vs HBLYX (19 years). DIFFX (0.96) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. DIFFX (48.00). 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 : 4.07 vs. HBLYX (2.57). DIFFX return over 5 years is better than : 21.25 vs. HBLYX (19.79).
| DIFFX | HBLYX | DIFFX / HBLYX | |
| Total Expense Ratio | 0.89 | 0.67 | 133% |
| Annual Report Gross Expense Ratio | 0.96 | 0.67 | 143% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 7.116 | 8.472 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 11.9B | 16% |
| Annual Yield % from dividends | 4.94 | 3.43 | 144% |
| Returns for 1 year | 4.07 | 2.57 | 158% |
| Returns for 3 years | 30.47 | 25.29 | 120% |
| Returns for 5 years | 21.25 | 19.79 | 107% |
| Returns for 10 years | 51.66 | 53.62 | 96% |
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