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DIFAX vs HBLIX
DIFAX vs HBLIX Comparison
Open Charts DIFAX vs HBLIX
MFS Diversified Income A
Price$12.38
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.93B
Hartford Balanced Income I
Price$14.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
DIFAX vs HBLIX Comparison Chart in %
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DIFAX vs. HBLIX commentary
Jul 07, 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 Hold and HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. DIFAX (1.93B). DIFAX pays higher dividends than HBLIX: DIFAX (4.79) vs HBLIX (3.58). DIFAX was incepted earlier than HBLIX: DIFAX (19 years) vs HBLIX (15 years). DIFAX (0.95) 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 : 8.17 vs. HBLIX (6.97). HBLIX (19.44) and DIFAX (19.38) have equivalent 5 years return.
| DIFAX | HBLIX | DIFAX / HBLIX | |
| Total Expense Ratio | 0.89 | 0.65 | 137% |
| Annual Report Gross Expense Ratio | 0.95 | 0.65 | 146% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 5.021 | 6.236 | 81% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.93B | 12B | 16% |
| Annual Yield % from dividends | 4.79 | 3.58 | 134% |
| Returns for 1 year | 8.17 | 6.97 | 117% |
| Returns for 3 years | 19.76 | 17.06 | 116% |
| Returns for 5 years | 19.38 | 19.44 | 100% |
| Returns for 10 years | 38.63 | 44.23 | 87% |
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