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DIFEX vs HBLIX
DIFEX vs HBLIX Comparison
Open Charts DIFEX vs HBLIX
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.
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).
| DIFEX | HBLIX | DIFEX / HBLIX | |
| Total Expense Ratio | 1.14 | 0.65 | 175% |
| Annual Report Gross Expense Ratio | 1.20 | 0.65 | 185% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 4.893 | 6.236 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 12B | 16% |
| Annual Yield % from dividends | 4.54 | 3.58 | 127% |
| Returns for 1 year | 7.81 | 6.97 | 112% |
| Returns for 3 years | 18.89 | 17.06 | 111% |
| Returns for 5 years | 6.35 | 19.44 | 33% |
| Returns for 10 years | 36.50 | 44.23 | 83% |
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