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DIFFX vs HBLIX
DIFFX vs HBLIX Comparison
Open Charts DIFFX vs HBLIX
MFS Diversified Income R3
Price$12.54
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income I
Price$15.08
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.94B
DIFFX vs HBLIX Comparison Chart in %
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DIFFX vs. HBLIX commentary
Sep 07, 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 Buy and HBLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. DIFFX (1.91B). DIFFX pays higher dividends than HBLIX: DIFFX (4.94) vs HBLIX (3.50). DIFFX was incepted earlier than HBLIX: DIFFX (17 years) vs HBLIX (16 years). DIFFX (0.96) 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 : 5.23 vs. HBLIX (3.79). DIFFX return over 5 years is better than : 18.85 vs. HBLIX (17.70).
| DIFFX | HBLIX | DIFFX / HBLIX | |
| Total Expense Ratio | 0.89 | 0.65 | 137% |
| Annual Report Gross Expense Ratio | 0.96 | 0.65 | 148% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 7.373 | 8.319 | 89% |
| 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 | 4.94 | 3.50 | 141% |
| Returns for 1 year | 5.23 | 3.79 | 138% |
| Returns for 3 years | 24.48 | 19.52 | 125% |
| Returns for 5 years | 18.85 | 17.70 | 107% |
| Returns for 10 years | 49.45 | 50.56 | 98% |
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