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DIFFX vs HBLIX
DIFFX vs HBLIX Comparison
Open Charts DIFFX vs HBLIX
MFS Diversified Income R3
Price$12.38
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.93B
Hartford Balanced Income I
Price$14.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
DIFFX vs HBLIX Comparison Chart in %
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DIFFX vs. HBLIX commentary
Jul 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 Hold and HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. DIFFX (1.93B). DIFFX pays higher dividends than HBLIX: DIFFX (4.79) vs HBLIX (3.58). 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 : 8.08 vs. HBLIX (6.97). HBLIX return over 5 years is better than : 19.44 vs. DIFFX (7.06).
| 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 | 5.021 | 6.236 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 12B | 16% |
| Annual Yield % from dividends | 4.79 | 3.58 | 134% |
| Returns for 1 year | 8.08 | 6.97 | 116% |
| Returns for 3 years | 19.78 | 17.06 | 116% |
| Returns for 5 years | 7.06 | 19.44 | 36% |
| Returns for 10 years | 39.96 | 44.23 | 90% |
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