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DIFEX vs HBLIX
DIFEX vs HBLIX Comparison
Open Charts DIFEX vs HBLIX
MFS Diversified Income R2
Price$12.52
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income I
Price$15.37
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets11.73B
DIFEX vs HBLIX Comparison Chart in %
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DIFEX vs. HBLIX commentary
Dec 13, 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 DIFEX is a StrongBuy and HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. DIFEX (1.85B). DIFEX pays higher dividends than HBLIX: DIFEX (5.02) vs HBLIX (3.45). DIFEX was incepted earlier than HBLIX: DIFEX (17 years) vs HBLIX (16 years). DIFEX (1.21) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. DIFEX (48.00). DIFEX has a lower initial minimum investment than HBLIX: DIFEX (0) vs HBLIX (2000). DIFEX annual gain was more profitable for investors over the last year : 6.18 vs. HBLIX (5.31). HBLIX return over 5 years is better than : 15.14 vs. DIFEX (14.39).
| DIFEX | HBLIX | DIFEX / HBLIX | |
| Total Expense Ratio | 1.14 | 0.65 | 175% |
| Annual Report Gross Expense Ratio | 1.21 | 0.65 | 186% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 8.191 | 11.373 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 11.7B | 16% |
| Annual Yield % from dividends | 5.02 | 3.45 | 145% |
| Returns for 1 year | 6.18 | 5.31 | 116% |
| Returns for 3 years | 21.98 | 17.83 | 123% |
| Returns for 5 years | 14.39 | 15.14 | 95% |
| Returns for 10 years | 48.58 | 56.07 | 87% |
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