Interact to see
Advertisement
Advertisement
DIFDX vs HBLYX
DIFDX vs HBLYX Comparison
Open Charts DIFDX vs HBLYX
MFS Diversified Income R1
Price$12.49
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income Y
Price$15.57
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets11.76B
DIFDX vs HBLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DIFDX vs. HBLYX commentary
Dec 14, 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 StrongBuy and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. DIFDX (1.85B). DIFDX pays higher dividends than HBLYX: DIFDX (4.53) vs HBLYX (3.38). DIFDX was incepted earlier than HBLYX: DIFDX (17 years) vs HBLYX (19 years). DIFDX (1.71) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 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 : 5.69 vs. HBLYX (5.34). HBLYX return over 5 years is better than : 15.19 vs. DIFDX (11.78).
| DIFDX | HBLYX | DIFDX / HBLYX | |
| Total Expense Ratio | 1.64 | 0.67 | 245% |
| Annual Report Gross Expense Ratio | 1.71 | 0.67 | 255% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 7.832 | 11.403 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 11.8B | 16% |
| Annual Yield % from dividends | 4.53 | 3.38 | 134% |
| Returns for 1 year | 5.69 | 5.34 | 107% |
| Returns for 3 years | 20.22 | 17.84 | 113% |
| Returns for 5 years | 11.78 | 15.19 | 78% |
| Returns for 10 years | 41.64 | 56.50 | 74% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement