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DIFEX vs HBLIX
DIFEX vs HBLIX Comparison
Open Charts DIFEX vs HBLIX
MFS Diversified Income R2
Price$12.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income I
Price$14.93
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.91B
DIFEX vs HBLIX Comparison Chart in %
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DIFEX vs. HBLIX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. DIFEX (1.91B). DIFEX pays higher dividends than HBLIX: DIFEX (4.66) 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 : 5.11 vs. HBLIX (4.42). HBLIX (16.30) and DIFEX (15.85) have equivalent 5 years return.
| 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 | 15 years | - |
| Gain YTD | 5.427 | 7.241 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 11.9B | 16% |
| Annual Yield % from dividends | 4.66 | 3.58 | 130% |
| Returns for 1 year | 5.11 | 4.42 | 116% |
| Returns for 3 years | 15.44 | 11.90 | 130% |
| Returns for 5 years | 15.85 | 16.30 | 97% |
| Returns for 10 years | 39.14 | 44.94 | 87% |
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