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DIFFX vs HBLIX
DIFFX vs HBLIX Comparison
Open Charts DIFFX vs HBLIX
MFS Diversified Income R3
Price$12.23
Change-$0.07 (-0.57%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income I
Price$14.61
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
DIFFX vs HBLIX Comparison Chart
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DIFFX vs. HBLIX commentary
Jun 16, 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 DIFFX is a Hold and HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. DIFFX (1.91B). DIFFX pays higher dividends than HBLIX: DIFFX (4.77) vs HBLIX (3.60). DIFFX was incepted earlier than HBLIX: DIFFX (17 years) vs HBLIX (15 years). DIFFX (0.95) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. DIFFX (48.00). DIFFX has a lower initial minimum investment than HBLIX: DIFFX (0) vs HBLIX (2000). DIFFX annual gain was more profitable for investors over the last year : 6.42 vs. HBLIX (4.69). DIFFX return over 5 years is better than : 18.49 vs. HBLIX (17.43).
| DIFFX | HBLIX | DIFFX / HBLIX | |
| Total Expense Ratio | 0.89 | 0.65 | 137% |
| Annual Report Gross Expense Ratio | 0.95 | 0.65 | 146% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 3.310 | 4.002 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 11.8B | 16% |
| Annual Yield % from dividends | 4.77 | 3.60 | 132% |
| Returns for 1 year | 6.42 | 4.69 | 137% |
| Returns for 3 years | 19.67 | 16.66 | 118% |
| Returns for 5 years | 18.49 | 17.43 | 106% |
| Returns for 10 years | 37.35 | 39.57 | 94% |
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