Interact to see
Advertisement
Advertisement
DIFGX vs HBLYX
DIFGX vs HBLYX Comparison
Open Charts DIFGX vs HBLYX
MFS Diversified Income R4
Price$12.53
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
DIFGX vs HBLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DIFGX 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 DIFGX is a Buy 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 (5.19) vs HBLYX (3.43). 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 : 5.08 vs. HBLYX (3.64). DIFGX return over 5 years is better than : 19.78 vs. HBLYX (17.58).
| 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 | 7.037 | 8.189 | 86% |
| 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 | 5.19 | 3.43 | 151% |
| Returns for 1 year | 5.08 | 3.64 | 139% |
| Returns for 3 years | 24.71 | 19.36 | 128% |
| Returns for 5 years | 19.78 | 17.58 | 113% |
| Returns for 10 years | 52.50 | 50.77 | 103% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IDLV | 33.97 | 0.21 | +0.62% |
| Invesco S&P Intl Dev Low Vol ETF | |||
| UGE | 18.23 | 0.09 | +0.51% |
| ProShares Ultra Consumer Staples | |||
| ECAT | 16.56 | 0.06 | +0.36% |
| BlackRock ESG Capital Allocation Term Trust | |||
| CVMC | 63.58 | 0.21 | +0.33% |
| Calvert US Mid-Cp Cor Rspnb ETF | |||
| MUD | 14.37 | -0.84 | -5.53% |
| Direxion Daily MU Bear 1X Shares | |||