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DIFDX vs HBLYX
DIFDX vs HBLYX Comparison
Open Charts DIFDX vs HBLYX
MFS Diversified Income R1
Price$12.62
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income Y
Price$15.05
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets11.64B
DIFDX vs HBLYX Comparison Chart in %
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DIFDX vs. HBLYX commentary
Jan 15, 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 Hold 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 (4.64) vs HBLYX (3.42). DIFDX was incepted earlier than HBLYX: DIFDX (18 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 : 10.38 vs. HBLYX (8.57). DIFDX (11.79) and HBLYX (11.79) 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 | 19 years | - |
| Gain YTD | 0.960 | 1.758 | 55% |
| 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 | 4.64 | 3.42 | 136% |
| Returns for 1 year | 10.38 | 8.57 | 121% |
| Returns for 3 years | 19.28 | 16.28 | 118% |
| Returns for 5 years | 11.79 | 11.79 | 100% |
| Returns for 10 years | 50.19 | 56.89 | 88% |
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