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DIFFX vs HBLYX
DIFFX vs HBLYX Comparison
Open Charts DIFFX vs HBLYX
MFS Diversified Income R3
Price$12.09
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets2.01B
Hartford Balanced Income Y
Price$14.60
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets12.1B
DIFFX vs HBLYX Comparison Chart
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DIFFX vs. HBLYX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. DIFFX (2.01B). DIFFX (3.57) and HBLYX (3.51) have matching dividends . DIFFX was incepted earlier than HBLYX: DIFFX (17 years) vs HBLYX (18 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 : 7.03 vs. HBLYX (6.32). HBLYX return over 5 years is better than : 9.52 vs. DIFFX (6.59).
| DIFFX | HBLYX | DIFFX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 0.083 | 1.459 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 12.1B | 17% |
| Annual Yield % from dividends | 3.57 | 3.51 | 102% |
| Returns for 1 year | 7.03 | 6.32 | 111% |
| Returns for 3 years | 0.58 | 1.17 | 49% |
| Returns for 5 years | 6.59 | 9.52 | 69% |
| Returns for 10 years | 33.69 | 36.78 | 92% |
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