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DIFEX vs HBLYX
DIFEX vs HBLYX Comparison
Open Charts DIFEX vs HBLYX
MFS Diversified Income R2
Price$12.69
Change+$0.22 (+1.76%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income Y
Price$15.10
Change-$0.17 (-1.11%)
VolumeN/A
Net Assets11.63B
DIFEX vs HBLYX Comparison Chart in %
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DIFEX vs. HBLYX commentary
Feb 04, 2026
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 Buy and HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. DIFEX (1.85B). DIFEX pays higher dividends than HBLYX: DIFEX (5.15) vs HBLYX (3.36). DIFEX was incepted earlier than HBLYX: DIFEX (18 years) vs HBLYX (20 years). DIFEX (1.21) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 90.00 vs. DIFEX (48.00). DIFEX has a lower initial minimum investment than HBLYX: DIFEX (0) vs HBLYX (250000). DIFEX annual gain was more profitable for investors over the last year : 9.82 vs. HBLYX (6.13). DIFEX return over 5 years is better than : 14.80 vs. HBLYX (13.16).
| DIFEX | HBLYX | DIFEX / HBLYX | |
| Total Expense Ratio | 1.14 | 0.67 | 170% |
| Annual Report Gross Expense Ratio | 1.21 | 0.67 | 181% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 1.900 | 1.961 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 11.6B | 16% |
| Annual Yield % from dividends | 5.15 | 3.36 | 153% |
| Returns for 1 year | 9.82 | 6.13 | 160% |
| Returns for 3 years | 20.80 | 16.35 | 127% |
| Returns for 5 years | 14.80 | 13.16 | 113% |
| Returns for 10 years | 58.25 | 55.47 | 105% |
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