DIFEX
Price
$12.37
Change
+$0.01 (+0.08%)
Updated
Jul 25 closing price
Net Assets
1.91B
HBLIX
Price
$14.85
Change
+$0.04 (+0.27%)
Updated
Jul 25 closing price
Net Assets
11.92B
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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 Assets1.91B
Hartford Balanced Income I
Price$14.85
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.92B
DIFEX vs HBLIX Comparison Chart in %
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DIFEX vs. HBLIX commentary
Jul 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. DIFEX (1.91B). 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 (1.21) 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 : 6.57 vs. HBLIX (5.35). DIFEX (16.69) and HBLIX (16.45) have equivalent 5 years return.
DIFEXHBLIXDIFEX / HBLIX
Total Expense Ratio1.140.65175%
Annual Report Gross Expense Ratio1.210.65186%
Fund Existence17 years15 years-
Gain YTD4.8936.66773%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.91B11.9B16%
Annual Yield % from dividends4.543.58127%
Returns for 1 year6.575.35123%
Returns for 3 years17.5815.49113%
Returns for 5 years16.6916.45101%
Returns for 10 years37.0544.8183%
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