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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 Assets1.91B
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.
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.
| 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 | 4.893 | 6.667 | 73% |
| 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 | 4.54 | 3.58 | 127% |
| Returns for 1 year | 6.57 | 5.35 | 123% |
| Returns for 3 years | 17.58 | 15.49 | 113% |
| Returns for 5 years | 16.69 | 16.45 | 101% |
| Returns for 10 years | 37.05 | 44.81 | 83% |
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