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DIFIX vs HBLYX
DIFIX vs HBLYX Comparison
Open Charts DIFIX vs HBLYX
MFS Diversified Income I
Price$12.51
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.88B
Hartford Balanced Income Y
Price$15.28
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.79B
DIFIX vs HBLYX Comparison Chart in %
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DIFIX vs. HBLYX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. DIFIX (1.88B). DIFIX pays higher dividends than HBLYX: DIFIX (5.30) vs HBLYX (3.44). 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 : 5.31 vs. HBLYX (2.25). DIFIX return over 5 years is better than : 20.77 vs. HBLYX (17.04).
| 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 | 7.882 | 8.762 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 11.8B | 16% |
| Annual Yield % from dividends | 5.30 | 3.44 | 154% |
| Returns for 1 year | 5.31 | 2.25 | 236% |
| Returns for 3 years | 32.11 | 24.85 | 129% |
| Returns for 5 years | 20.77 | 17.04 | 122% |
| Returns for 10 years | 48.62 | 48.45 | 100% |
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