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DIFFX vs HBLYX
DIFFX vs HBLYX Comparison
Open Charts DIFFX vs HBLYX
MFS Diversified Income R3
Price$12.64
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income Y
Price$15.05
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets11.64B
DIFFX vs HBLYX Comparison Chart in %
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DIFFX 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 DIFFX is a Hold and HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. DIFFX (1.85B). DIFFX pays higher dividends than HBLYX: DIFFX (5.38) vs HBLYX (3.42). DIFFX was incepted earlier than HBLYX: DIFFX (18 years) vs HBLYX (19 years). DIFFX (0.96) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. DIFFX (48.00). DIFFX has a lower initial minimum investment than HBLYX: DIFFX (0) vs HBLYX (250000). DIFFX annual gain was more profitable for investors over the last year : 11.22 vs. HBLYX (8.57). DIFFX return over 5 years is better than : 16.01 vs. HBLYX (11.79).
| DIFFX | HBLYX | DIFFX / HBLYX | |
| Total Expense Ratio | 0.89 | 0.67 | 133% |
| Annual Report Gross Expense Ratio | 0.96 | 0.67 | 143% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 0.958 | 1.758 | 55% |
| 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 | 5.38 | 3.42 | 157% |
| Returns for 1 year | 11.22 | 8.57 | 131% |
| Returns for 3 years | 22.01 | 16.28 | 135% |
| Returns for 5 years | 16.01 | 11.79 | 136% |
| Returns for 10 years | 61.75 | 56.89 | 109% |
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