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DIFAX vs HBLIX
DIFAX vs HBLIX Comparison
Open Charts DIFAX vs HBLIX
MFS Diversified Income A
Price$12.48
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets1.89B
Hartford Balanced Income I
Price$14.95
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.76B
DIFAX vs HBLIX Comparison Chart in %
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DIFAX vs. HBLIX commentary
Sep 29, 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.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. DIFAX (1.89B). 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 : 3.82 vs. HBLIX (2.16). DIFAX return over 5 years is better than : 20.93 vs. HBLIX (19.64).
| DIFAX | HBLIX | DIFAX / HBLIX | |
| Total Expense Ratio | 0.89 | 0.65 | 137% |
| Annual Report Gross Expense Ratio | 0.96 | 0.65 | 148% |
| Fund Existence | 19 years | 16 years | - |
| Gain YTD | 6.859 | 8.330 | 82% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.89B | 11.8B | 16% |
| Annual Yield % from dividends | 4.94 | 3.50 | 141% |
| Returns for 1 year | 3.82 | 2.16 | 177% |
| Returns for 3 years | 30.87 | 26.07 | 118% |
| Returns for 5 years | 20.93 | 19.64 | 107% |
| Returns for 10 years | 49.99 | 53.36 | 94% |
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