Ad is loading...
DIFIX vs HBLYX
DIFIX vs HBLYX Comparison
Open Charts DIFIX vs HBLYX
MFS Diversified Income I
Price$12.16
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets1.93B
Hartford Balanced Income Y
Price$14.63
Change+$0.13 (+0.90%)
VolumeN/A
Net Assets11.64B
DIFIX vs HBLYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DIFIX vs. HBLYX commentary
May 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 StrongBuy and HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. DIFIX (1.93B). DIFIX pays higher dividends than HBLYX: DIFIX (4.95) vs HBLYX (3.57). DIFIX was incepted earlier than HBLYX: DIFIX (19 years) vs HBLYX (19 years). DIFIX (0.70) and HBLYX (0.67) have similar cost to investors . 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 : 6.26 vs. HBLYX (2.69). DIFIX return over 5 years is better than : 24.62 vs. HBLYX (21.55).
| DIFIX | HBLYX | DIFIX / HBLYX | |
| Total Expense Ratio | 0.64 | 0.67 | 96% |
| Annual Report Gross Expense Ratio | 0.70 | 0.67 | 104% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 1.946 | 1.697 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 11.6B | 17% |
| Annual Yield % from dividends | 4.95 | 3.57 | 139% |
| Returns for 1 year | 6.26 | 2.69 | 233% |
| Returns for 3 years | 13.14 | 9.08 | 145% |
| Returns for 5 years | 24.62 | 21.55 | 114% |
| Returns for 10 years | 35.24 | 34.61 | 102% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| FOREX / NAME | Price $ | Chg $ | Chg % |
| CHFRUB | 100.15 | N/A | N/A |
| Switzerland Franc - Russia Ruble | |||
| GBPCAD | 1.85 | N/A | N/A |
| United Kingdom Pound - Canadian Dollar | |||
| JPYUSD | 0.01 | N/A | N/A |
| Japan Yen - United States Dollar | |||
| USDNZD | 1.69 | N/A | N/A |
| United States Dollar - New Zealand Dollar | |||
| AUDHKD | 4.99 | N/A | N/A |
| Australian Dollar - Hong Kong Dollar | |||