DIFEX
Price
$12.37
Change
-$0.01 (-0.08%)
Updated
Jul 3 closing price
Net Assets
1.93B
HBLIX
Price
$14.79
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.95B
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DIFEX vs HBLIX

Header iconDIFEX vs HBLIX Comparison
Open Charts DIFEX vs HBLIXBanner chart's image
MFS Diversified Income R2
Price$12.37
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.93B
Hartford Balanced Income I
Price$14.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
DIFEX vs HBLIX Comparison Chart in %
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DIFEX vs. HBLIX commentary
Jul 07, 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 Hold and HBLIX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. DIFEX (1.93B). DIFEX pays higher dividends than HBLIX: DIFEX (4.54) vs HBLIX (3.58). DIFEX was incepted earlier than HBLIX: DIFEX (17 years) vs HBLIX (15 years). DIFEX (1.20) 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 : 7.81 vs. HBLIX (6.97). HBLIX return over 5 years is better than : 19.44 vs. DIFEX (6.35).
DIFEXHBLIXDIFEX / HBLIX
Total Expense Ratio1.140.65175%
Annual Report Gross Expense Ratio1.200.65185%
Fund Existence17 years15 years-
Gain YTD4.8936.23678%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.93B12B16%
Annual Yield % from dividends4.543.58127%
Returns for 1 year7.816.97112%
Returns for 3 years18.8917.06111%
Returns for 5 years6.3519.4433%
Returns for 10 years36.5044.2383%
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