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DIFFX vs HBLYX
DIFFX vs HBLYX Comparison
Open Charts DIFFX vs HBLYX
MFS Diversified Income R3
Price$12.32
Change-$0.06 (-0.48%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income Y
Price$15.01
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets11.92B
DIFFX vs HBLYX Comparison Chart in %
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DIFFX vs. HBLYX commentary
Jul 29, 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 StrongBuy and HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. DIFFX (1.91B). DIFFX pays higher dividends than HBLYX: DIFFX (4.79) vs HBLYX (3.51). 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 : 6.22 vs. HBLYX (4.68). DIFFX return over 5 years is better than : 16.86 vs. HBLYX (15.89).
| 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 | 5.021 | 6.703 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 11.9B | 16% |
| Annual Yield % from dividends | 4.79 | 3.51 | 136% |
| Returns for 1 year | 6.22 | 4.68 | 133% |
| Returns for 3 years | 17.35 | 13.05 | 133% |
| Returns for 5 years | 16.86 | 15.89 | 106% |
| Returns for 10 years | 40.76 | 44.41 | 92% |
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