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DIFEX vs HBLYX
DIFEX vs HBLYX Comparison
Open Charts DIFEX vs HBLYX
MFS Diversified Income R2
Price$12.59
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income Y
Price$15.05
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets11.65B
DIFEX vs HBLYX Comparison Chart in %
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DIFEX vs. HBLYX commentary
Jan 15, 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 Hold and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. DIFEX (1.85B). DIFEX pays higher dividends than HBLYX: DIFEX (5.13) vs HBLYX (3.42). DIFEX was incepted earlier than HBLYX: DIFEX (18 years) vs HBLYX (19 years). DIFEX (1.21) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 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 : 10.81 vs. HBLYX (8.30). DIFEX return over 5 years is better than : 14.22 vs. HBLYX (10.98).
| 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 | 19 years | - |
| Gain YTD | 0.639 | 1.217 | 53% |
| 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 | 5.13 | 3.42 | 150% |
| Returns for 1 year | 10.81 | 8.30 | 130% |
| Returns for 3 years | 20.64 | 15.66 | 132% |
| Returns for 5 years | 14.22 | 10.98 | 129% |
| Returns for 10 years | 57.31 | 56.06 | 102% |
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