Ad is loading...
DIFIX vs HBLYX
DIFIX vs HBLYX Comparison
Open Charts DIFIX vs HBLYX
MFS Diversified Income I
Price$12.10
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets2.02B
Hartford Balanced Income Y
Price$14.64
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets12.17B
DIFIX vs HBLYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DIFIX vs. HBLYX commentary
Jan 23, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.2B vs. DIFIX (2.02B). DIFIX pays higher dividends than HBLYX: DIFIX (3.81) vs HBLYX (3.51). DIFIX was incepted earlier than HBLYX: DIFIX (19 years) vs HBLYX (18 years). DIFIX is a more actively managed with annual turnover of: 62.00 vs. HBLYX (57.00). 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 : 7.20 vs. HBLYX (6.32). HBLYX return over 5 years is better than : 9.75 vs. DIFIX (7.90).
| DIFIX | HBLYX | DIFIX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 0.249 | 1.737 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 12.2B | 17% |
| Annual Yield % from dividends | 3.81 | 3.51 | 108% |
| Returns for 1 year | 7.20 | 6.32 | 114% |
| Returns for 3 years | 2.30 | 2.15 | 107% |
| Returns for 5 years | 7.90 | 9.75 | 81% |
| Returns for 10 years | 34.55 | 36.45 | 95% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EEMPX | 8.01 | 0.02 | +0.25% |
| MFS Emerging Markets Equity Research A | |||
| GEQZX | 60.21 | N/A | N/A |
| GuideStone Funds Equity Index Investor | |||
| GCSUX | 29.07 | N/A | N/A |
| Goldman Sachs Small Cap Eq Insghts R6 | |||
| WSCYX | 20.14 | -0.08 | -0.40% |
| Macquarie Small Cap Growth Y | |||
| EKGYX | 39.49 | -0.34 | -0.85% |
| Allspring Special Global Small Cap Admin | |||