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DIFFX vs HBLYX
DIFFX vs HBLYX Comparison
Open Charts DIFFX vs HBLYX
MFS Diversified Income R3
Price$12.70
Change+$0.22 (+1.76%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income Y
Price$15.10
Change-$0.17 (-1.11%)
VolumeN/A
Net Assets11.64B
DIFFX vs HBLYX Comparison Chart in %
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DIFFX vs. HBLYX commentary
Feb 04, 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 Buy 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 (5.39) vs HBLYX (3.36). DIFFX was incepted earlier than HBLYX: DIFFX (18 years) vs HBLYX (20 years). DIFFX (0.96) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 90.00 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 : 10.07 vs. HBLYX (6.41). DIFFX return over 5 years is better than : 16.23 vs. HBLYX (12.44).
| 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 | 20 years | - |
| Gain YTD | 1.920 | 2.096 | 92% |
| 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 | 5.39 | 3.36 | 161% |
| Returns for 1 year | 10.07 | 6.41 | 157% |
| Returns for 3 years | 21.68 | 16.50 | 131% |
| Returns for 5 years | 16.23 | 12.44 | 130% |
| Returns for 10 years | 62.21 | 55.68 | 112% |
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