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DIFEX vs HBLYX
DIFEX vs HBLYX Comparison
Open Charts DIFEX vs HBLYX
MFS Diversified Income R2
Price$12.49
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income Y
Price$15.57
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets11.76B
DIFEX vs HBLYX Comparison Chart in %
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DIFEX vs. HBLYX commentary
Dec 14, 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. DIFEX (1.85B). DIFEX pays higher dividends than HBLYX: DIFEX (5.02) vs HBLYX (3.38). DIFEX was incepted earlier than HBLYX: DIFEX (17 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 : 6.18 vs. HBLYX (5.34). HBLYX return over 5 years is better than : 15.19 vs. DIFEX (14.39).
| DIFEX | HBLYX | DIFEX / HBLYX | |
| Total Expense Ratio | 1.14 | 0.67 | 170% |
| Annual Report Gross Expense Ratio | 1.21 | 0.67 | 181% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 8.191 | 11.403 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 11.8B | 16% |
| Annual Yield % from dividends | 5.02 | 3.38 | 148% |
| Returns for 1 year | 6.18 | 5.34 | 116% |
| Returns for 3 years | 21.98 | 17.84 | 123% |
| Returns for 5 years | 14.39 | 15.19 | 95% |
| Returns for 10 years | 48.58 | 56.50 | 86% |
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|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PRIV | 25.48 | N/A | +0.02% |
| SPDR SSGA Apollo IG Public & Private Credit ETF | |||
| SRHR | 53.03 | N/A | N/A |
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| TAXX | 50.71 | -0.04 | -0.07% |
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| PIMCO Dynamic Income Strategy Fund | |||