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DIFGX vs HBLYX
DIFGX vs HBLYX Comparison
Open Charts DIFGX vs HBLYX
MFS Diversified Income R4
Price$11.62
Change-$0.09 (-0.77%)
VolumeN/A
Net Assets1.88B
Hartford Balanced Income Y
Price$14.24
Change+$0.37 (+2.67%)
VolumeN/A
Net Assets11.26B
DIFGX vs HBLYX Comparison Chart
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DIFGX vs. HBLYX commentary
Apr 10, 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 DIFGX is a Hold and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.3B vs. DIFGX (1.88B). DIFGX pays higher dividends than HBLYX: DIFGX (4.83) vs HBLYX (3.53). DIFGX was incepted earlier than HBLYX: DIFGX (17 years) vs HBLYX (19 years). DIFGX (0.70) and HBLYX (0.67) have similar cost to investors . HBLYX (61.00) and DIFGX (60.00) have comparable annual turnover. DIFGX has a lower initial minimum investment than HBLYX: DIFGX (0) vs HBLYX (250000). DIFGX annual gain was more profitable for investors over the last year : 2.49 vs. HBLYX (-0.32). DIFGX return over 5 years is better than : 18.91 vs. HBLYX (15.59).
| DIFGX | HBLYX | DIFGX / HBLYX | |
| Total Expense Ratio | 0.64 | 0.67 | 96% |
| Annual Report Gross Expense Ratio | 0.70 | 0.67 | 104% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | -1.833 | -2.021 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 11.3B | 17% |
| Annual Yield % from dividends | 4.83 | 3.53 | 137% |
| Returns for 1 year | 2.49 | -0.32 | -789% |
| Returns for 3 years | 2.65 | 0.41 | 647% |
| Returns for 5 years | 18.91 | 15.59 | 121% |
| Returns for 10 years | 31.84 | 29.88 | 107% |
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