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DIFFX vs HBLYX
DIFFX vs HBLYX Comparison
Open Charts DIFFX vs HBLYX
MFS Diversified Income R3
Price$12.48
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income Y
Price$15.32
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.94B
DIFFX vs HBLYX Comparison Chart in %
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DIFFX vs. HBLYX commentary
Sep 06, 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: 11.9B vs. DIFFX (1.91B). 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 : 4.73 vs. HBLYX (3.64). DIFFX (18.29) and HBLYX (17.58) have equivalent 5 years return.
| 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 | 6.859 | 8.189 | 84% |
| 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 | 4.94 | 3.43 | 144% |
| Returns for 1 year | 4.73 | 3.64 | 130% |
| Returns for 3 years | 23.88 | 19.36 | 123% |
| Returns for 5 years | 18.29 | 17.58 | 104% |
| Returns for 10 years | 48.73 | 50.77 | 96% |
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