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DIFGX vs HBLYX
DIFGX vs HBLYX Comparison
Open Charts DIFGX vs HBLYX
MFS Diversified Income R4
Price$12.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income Y
Price$15.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.92B
DIFGX vs HBLYX Comparison Chart in %
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DIFGX vs. HBLYX commentary
Aug 16, 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 StrongBuy and HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. DIFGX (1.91B). DIFGX pays higher dividends than HBLYX: DIFGX (5.16) vs HBLYX (3.51). DIFGX was incepted earlier than HBLYX: DIFGX (17 years) vs HBLYX (19 years). DIFGX (0.71) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. DIFGX (48.00). 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 : 5.55 vs. HBLYX (4.53). DIFGX return over 5 years is better than : 18.70 vs. HBLYX (16.43).
| DIFGX | HBLYX | DIFGX / HBLYX | |
| Total Expense Ratio | 0.64 | 0.67 | 96% |
| Annual Report Gross Expense Ratio | 0.71 | 0.67 | 106% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 5.647 | 7.340 | 77% |
| 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 | 5.16 | 3.51 | 147% |
| Returns for 1 year | 5.55 | 4.53 | 122% |
| Returns for 3 years | 17.19 | 11.99 | 143% |
| Returns for 5 years | 18.70 | 16.43 | 114% |
| Returns for 10 years | 46.16 | 45.49 | 101% |
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