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DIFDX vs HBLYX
DIFDX vs HBLYX Comparison
Open Charts DIFDX vs HBLYX
MFS Diversified Income R1
Price$12.48
Change-$0.05 (-0.40%)
VolumeN/A
Net Assets1.87B
Hartford Balanced Income Y
Price$15.32
Change-$0.07 (-0.45%)
VolumeN/A
Net Assets11.68B
DIFDX vs HBLYX Comparison Chart in %
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DIFDX vs. HBLYX commentary
Nov 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 Hold and HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. DIFDX (1.87B). DIFDX pays higher dividends than HBLYX: DIFDX (4.46) vs HBLYX (3.44). 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 : 6.08 vs. HBLYX (3.59). HBLYX return over 5 years is better than : 15.01 vs. DIFDX (12.82).
| 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 | 7.487 | 9.333 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 11.7B | 16% |
| Annual Yield % from dividends | 4.46 | 3.44 | 130% |
| Returns for 1 year | 6.08 | 3.59 | 170% |
| Returns for 3 years | 23.76 | 19.12 | 124% |
| Returns for 5 years | 12.82 | 15.01 | 85% |
| Returns for 10 years | 38.62 | 48.78 | 79% |
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