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DIFHX vs HBLIX
DIFHX vs HBLIX Comparison
Open Charts DIFHX vs HBLIX
MFS Diversified Income R6
Price$12.11
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.93B
Hartford Balanced Income I
Price$14.28
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.64B
DIFHX vs HBLIX Comparison Chart
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DIFHX vs. HBLIX commentary
May 11, 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 DIFHX is a StrongBuy and HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.6B vs. DIFHX (1.93B). DIFHX pays higher dividends than HBLIX: DIFHX (5.05) vs HBLIX (3.65). DIFHX was incepted earlier than HBLIX: DIFHX (13 years) vs HBLIX (15 years). HBLIX (0.65) is less costly to investors than DIFHX (0.61). HBLIX (61.00) and DIFHX (60.00) have comparable annual turnover. DIFHX has a lower initial minimum investment than HBLIX: DIFHX (0) vs HBLIX (2000). DIFHX annual gain was more profitable for investors over the last year : 6.35 vs. HBLIX (2.54). DIFHX return over 5 years is better than : 23.60 vs. HBLIX (19.42).
| DIFHX | HBLIX | DIFHX / HBLIX | |
| Total Expense Ratio | 0.55 | 0.65 | 85% |
| Annual Report Gross Expense Ratio | 0.61 | 0.65 | 94% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 1.976 | 1.653 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 11.6B | 17% |
| Annual Yield % from dividends | 5.05 | 3.65 | 138% |
| Returns for 1 year | 6.35 | 2.54 | 250% |
| Returns for 3 years | 14.02 | 9.70 | 145% |
| Returns for 5 years | 23.60 | 19.42 | 122% |
| Returns for 10 years | 37.45 | 35.31 | 106% |
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