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DIFDX vs HBLIX
DIFDX vs HBLIX Comparison
Open Charts DIFDX vs HBLIX
MFS Diversified Income R1
Price$12.47
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
DIFDX vs HBLIX Comparison Chart in %
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DIFDX 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 DIFDX is a Buy and HBLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. DIFDX (1.91B). DIFDX pays higher dividends than HBLIX: DIFDX (4.20) vs HBLIX (3.50). DIFDX was incepted earlier than HBLIX: DIFDX (17 years) vs HBLIX (16 years). DIFDX (1.71) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. DIFDX (48.00). DIFDX has a lower initial minimum investment than HBLIX: DIFDX (0) vs HBLIX (2000). DIFDX annual gain was more profitable for investors over the last year : 4.45 vs. HBLIX (3.79). HBLIX return over 5 years is better than : 17.70 vs. DIFDX (14.47).
| DIFDX | HBLIX | DIFDX / HBLIX | |
| Total Expense Ratio | 1.64 | 0.65 | 252% |
| Annual Report Gross Expense Ratio | 1.71 | 0.65 | 263% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 6.846 | 8.319 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 12B | 16% |
| Annual Yield % from dividends | 4.20 | 3.50 | 120% |
| Returns for 1 year | 4.45 | 3.79 | 117% |
| Returns for 3 years | 21.62 | 19.52 | 111% |
| Returns for 5 years | 14.47 | 17.70 | 82% |
| Returns for 10 years | 38.65 | 50.56 | 76% |
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