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DIFFX vs HBLYX
DIFFX vs HBLYX Comparison
Open Charts DIFFX vs HBLYX
MFS Diversified Income R3
Price$12.52
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.88B
Hartford Balanced Income Y
Price$15.28
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.79B
DIFFX vs HBLYX Comparison Chart in %
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DIFFX vs. HBLYX commentary
Oct 18, 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: 11.8B vs. DIFFX (1.88B). DIFFX pays higher dividends than HBLYX: DIFFX (5.06) vs HBLYX (3.44). 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 : 5.05 vs. HBLYX (2.25). DIFFX return over 5 years is better than : 19.49 vs. HBLYX (17.04).
| 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 | 7.676 | 8.762 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 11.8B | 16% |
| Annual Yield % from dividends | 5.06 | 3.44 | 147% |
| Returns for 1 year | 5.05 | 2.25 | 225% |
| Returns for 3 years | 31.37 | 24.85 | 126% |
| Returns for 5 years | 19.49 | 17.04 | 114% |
| Returns for 10 years | 46.34 | 48.45 | 96% |
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