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DIFFX vs HBLYX
DIFFX vs HBLYX Comparison
Open Charts DIFFX vs HBLYX
MFS Diversified Income R3
Price$11.71
Change-$0.21 (-1.76%)
VolumeN/A
Net Assets1.92B
Hartford Balanced Income Y
Price$13.97
Change-$0.17 (-1.20%)
VolumeN/A
Net Assets11.5B
DIFFX vs HBLYX Comparison Chart
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DIFFX vs. HBLYX commentary
Apr 08, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.5B vs. DIFFX (1.92B). DIFFX pays higher dividends than HBLYX: DIFFX (4.58) vs HBLYX (3.53). DIFFX was incepted earlier than HBLYX: DIFFX (17 years) vs HBLYX (19 years). DIFFX (0.95) is less costly to investors than HBLYX (0.67). HBLYX (61.00) and DIFFX (60.00) have comparable annual turnover. 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 : 3.98 vs. HBLYX (0.83). DIFFX return over 5 years is better than : 27.95 vs. HBLYX (24.98).
| DIFFX | HBLYX | DIFFX / HBLYX | |
| Total Expense Ratio | 0.89 | 0.67 | 133% |
| Annual Report Gross Expense Ratio | 0.95 | 0.67 | 142% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | -0.135 | -0.828 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 11.5B | 17% |
| Annual Yield % from dividends | 4.58 | 3.53 | 130% |
| Returns for 1 year | 3.98 | 0.83 | 480% |
| Returns for 3 years | 3.15 | 1.57 | 201% |
| Returns for 5 years | 27.95 | 24.98 | 112% |
| Returns for 10 years | 30.99 | 32.03 | 97% |
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