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DIFDX vs HBLYX
DIFDX vs HBLYX Comparison
Open Charts DIFDX vs HBLYX
MFS Diversified Income R1
Price$12.68
Change+$0.22 (+1.77%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income Y
Price$15.10
Change-$0.17 (-1.11%)
VolumeN/A
Net Assets11.64B
DIFDX vs HBLYX Comparison Chart in %
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DIFDX vs. HBLYX commentary
Feb 04, 2026
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 HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. DIFDX (1.85B). DIFDX pays higher dividends than HBLYX: DIFDX (4.66) vs HBLYX (3.36). DIFDX was incepted earlier than HBLYX: DIFDX (18 years) vs HBLYX (20 years). DIFDX (1.71) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 90.00 vs. DIFDX (48.00). DIFDX has a lower initial minimum investment than HBLYX: DIFDX (0) vs HBLYX (250000). DIFDX annual gain was more profitable for investors over the last year : 9.33 vs. HBLYX (6.41). HBLYX (12.44) and DIFDX (12.01) have equivalent 5 years return.
| DIFDX | HBLYX | DIFDX / HBLYX | |
| Total Expense Ratio | 1.64 | 0.67 | 245% |
| Annual Report Gross Expense Ratio | 1.71 | 0.67 | 255% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 1.859 | 2.096 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 11.6B | 16% |
| Annual Yield % from dividends | 4.66 | 3.36 | 139% |
| Returns for 1 year | 9.33 | 6.41 | 145% |
| Returns for 3 years | 19.06 | 16.50 | 115% |
| Returns for 5 years | 12.01 | 12.44 | 96% |
| Returns for 10 years | 50.61 | 55.68 | 91% |
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