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DIFFX vs HBLYX
DIFFX vs HBLYX Comparison
Open Charts DIFFX vs HBLYX
MFS Diversified Income R3
Price$12.51
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income Y
Price$15.57
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets11.76B
DIFFX vs HBLYX Comparison Chart in %
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DIFFX vs. HBLYX commentary
Dec 14, 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 StrongBuy and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. DIFFX (1.85B). DIFFX pays higher dividends than HBLYX: DIFFX (5.26) vs HBLYX (3.38). DIFFX was incepted earlier than HBLYX: DIFFX (17 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 : 6.51 vs. HBLYX (5.34). DIFFX return over 5 years is better than : 15.99 vs. HBLYX (15.19).
| DIFFX | HBLYX | DIFFX / HBLYX | |
| Total Expense Ratio | 0.89 | 0.67 | 133% |
| Annual Report Gross Expense Ratio | 0.96 | 0.67 | 143% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 8.500 | 11.403 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 11.8B | 16% |
| Annual Yield % from dividends | 5.26 | 3.38 | 156% |
| Returns for 1 year | 6.51 | 5.34 | 122% |
| Returns for 3 years | 22.97 | 17.84 | 129% |
| Returns for 5 years | 15.99 | 15.19 | 105% |
| Returns for 10 years | 52.56 | 56.50 | 93% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PRIV | 25.48 | N/A | +0.02% |
| SPDR SSGA Apollo IG Public & Private Credit ETF | |||
| SRHR | 53.03 | N/A | N/A |
| SRH REIT Covered Call ETF | |||
| SDFI | 35.84 | N/A | N/A |
| AB Short Duration Income ETF | |||
| TAXX | 50.71 | -0.04 | -0.07% |
| BondBloxx IR+M Tax-Awr Shrt Dur ETF | |||
| PDX | 21.47 | -0.14 | -0.65% |
| PIMCO Dynamic Income Strategy Fund | |||