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DIFIX vs HBLYX
DIFIX vs HBLYX Comparison
Open Charts DIFIX vs HBLYX
MFS Diversified Income I
Price$12.36
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets1.9B
Hartford Balanced Income Y
Price$15.10
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets11.83B
DIFIX vs HBLYX Comparison Chart in %
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DIFIX vs. HBLYX commentary
Aug 13, 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 DIFIX is a Hold and HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. DIFIX (1.9B). DIFIX pays higher dividends than HBLYX: DIFIX (5.16) vs HBLYX (3.51). DIFIX was incepted earlier than HBLYX: DIFIX (19 years) vs HBLYX (19 years). DIFIX (0.71) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. DIFIX (48.00). DIFIX has a lower initial minimum investment than HBLYX: DIFIX (0) vs HBLYX (250000). DIFIX annual gain was more profitable for investors over the last year : 5.98 vs. HBLYX (4.68). DIFIX return over 5 years is better than : 17.90 vs. HBLYX (15.12).
| DIFIX | HBLYX | DIFIX / HBLYX | |
| Total Expense Ratio | 0.64 | 0.67 | 96% |
| Annual Report Gross Expense Ratio | 0.71 | 0.67 | 106% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 5.222 | 6.278 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 11.8B | 16% |
| Annual Yield % from dividends | 5.16 | 3.51 | 147% |
| Returns for 1 year | 5.98 | 4.68 | 128% |
| Returns for 3 years | 16.50 | 11.25 | 147% |
| Returns for 5 years | 17.90 | 15.12 | 118% |
| Returns for 10 years | 44.03 | 43.94 | 100% |
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