DIFAX
Price
$12.53
Change
+$0.05 (+0.40%)
Updated
Sep 5 closing price
Net Assets
1.91B
HBLIX
Price
$15.08
Change
+$0.02 (+0.13%)
Updated
Sep 5 closing price
Net Assets
11.95B
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DIFAX vs HBLIX

Header iconDIFAX vs HBLIX Comparison
Open Charts DIFAX vs HBLIXBanner chart's image
MFS Diversified Income A
Price$12.53
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income I
Price$15.08
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.95B
DIFAX vs HBLIX Comparison Chart in %
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DIFAX vs. HBLIX commentary
Sep 08, 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 DIFAX is a Buy and HBLIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. DIFAX (1.91B). DIFAX pays higher dividends than HBLIX: DIFAX (4.94) vs HBLIX (3.50). DIFAX was incepted earlier than HBLIX: DIFAX (19 years) vs HBLIX (16 years). DIFAX (0.96) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. DIFAX (48.00). DIFAX has a lower initial minimum investment than HBLIX: DIFAX (1000) vs HBLIX (2000). DIFAX annual gain was more profitable for investors over the last year : 5.23 vs. HBLIX (3.79). DIFAX return over 5 years is better than : 18.64 vs. HBLIX (17.70).
DIFAXHBLIXDIFAX / HBLIX
Total Expense Ratio0.890.65137%
Annual Report Gross Expense Ratio0.960.65148%
Fund Existence19 years16 years-
Gain YTD7.2878.31988%
Front Load4%N/A-
Min. Initial Investment1000200050%
Min. Initial Investment IRA250N/A-
Net Assets1.91B12B16%
Annual Yield % from dividends4.943.50141%
Returns for 1 year5.233.79138%
Returns for 3 years24.2619.52124%
Returns for 5 years18.6417.70105%
Returns for 10 years48.0450.5695%
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