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DIFIX vs HBLYX
DIFIX vs HBLYX Comparison
Open Charts DIFIX vs HBLYX
MFS Diversified Income I
Price$12.26
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets1.92B
Hartford Balanced Income Y
Price$14.91
Change-$0.05 (-0.33%)
VolumeN/A
Net Assets11.86B
DIFIX vs HBLYX Comparison Chart in %
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DIFIX vs. HBLYX commentary
Jun 26, 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 Buy and HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. DIFIX (1.92B). DIFIX pays higher dividends than HBLYX: DIFIX (5.02) 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 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 : 7.21 vs. HBLYX (5.30). DIFIX (20.74) and HBLYX (19.91) have equivalent 5 years return.
| 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 | 4.096 | 4.923 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 11.9B | 16% |
| Annual Yield % from dividends | 5.02 | 3.53 | 142% |
| Returns for 1 year | 7.21 | 5.30 | 136% |
| Returns for 3 years | 18.96 | 15.52 | 122% |
| Returns for 5 years | 20.74 | 19.91 | 104% |
| Returns for 10 years | 40.46 | 41.54 | 97% |
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