Interact to see
Advertisement
Advertisement
DIFIX vs HBLYX
DIFIX vs HBLYX Comparison
Open Charts DIFIX vs HBLYX
MFS Diversified Income I
Price$12.24
Change-$0.07 (-0.57%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income Y
Price$14.83
Change-$0.11 (-0.74%)
VolumeN/A
Net Assets11.86B
DIFIX vs HBLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DIFIX vs. HBLYX commentary
Jul 17, 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: 11.9B vs. DIFIX (1.91B). DIFIX pays higher dividends than HBLYX: DIFIX (5.03) vs HBLYX (3.51). 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 : 6.06 vs. HBLYX (4.20). DIFIX return over 5 years is better than : 19.90 vs. HBLYX (16.51).
| 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 | 4.645 | 5.712 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 11.9B | 16% |
| Annual Yield % from dividends | 5.03 | 3.51 | 144% |
| Returns for 1 year | 6.06 | 4.20 | 144% |
| Returns for 3 years | 21.01 | 16.71 | 126% |
| Returns for 5 years | 19.90 | 16.51 | 121% |
| Returns for 10 years | 40.33 | 42.75 | 94% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HIBS | 8.63 | 0.20 | +2.37% |
| Direxion Daily S&P 500® Hi Bt Br 3X ETF | |||
| RWM | 18.59 | 0.36 | +1.97% |
| ProShares Short Russell2000 | |||
| QMAR | 31.16 | 0.08 | +0.26% |
| FT Vest Nasdaq-100 Buffer ETF – Mar | |||
| SPHD | 47.93 | -0.64 | -1.32% |
| Invesco S&P 500® High Div Low Vol ETF | |||
| LLYX | 15.41 | -1.09 | -6.61% |
| Defiance Daily Target 2X Long LLY ETF | |||