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DIFIX vs HBLYX
DIFIX vs HBLYX Comparison
Open Charts DIFIX vs HBLYX
MFS Diversified Income I
Price$11.73
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets1.89B
Hartford Balanced Income Y
Price$14.15
Change+$0.10 (+0.71%)
VolumeN/A
Net Assets11.46B
DIFIX vs HBLYX Comparison Chart
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DIFIX vs. HBLYX commentary
Apr 14, 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: 11.5B vs. DIFIX (1.89B). DIFIX pays higher dividends than HBLYX: DIFIX (4.83) vs HBLYX (3.53). 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 (61.00) and DIFIX (60.00) have comparable annual turnover. 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 : 3.79 vs. HBLYX (1.95). DIFIX return over 5 years is better than : 19.08 vs. HBLYX (17.08).
| 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 | -1.584 | -0.758 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 11.5B | 16% |
| Annual Yield % from dividends | 4.83 | 3.53 | 137% |
| Returns for 1 year | 3.79 | 1.95 | 194% |
| Returns for 3 years | 3.60 | 2.70 | 133% |
| Returns for 5 years | 19.08 | 17.08 | 112% |
| Returns for 10 years | 30.43 | 31.55 | 96% |
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