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DIFGX vs HBLIX
DIFGX vs HBLIX Comparison
Open Charts DIFGX vs HBLIX
MFS Diversified Income R4
Price$12.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.93B
Hartford Balanced Income I
Price$14.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
DIFGX vs HBLIX Comparison Chart in %
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DIFGX 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 DIFGX is a Hold and HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. DIFGX (1.93B). DIFGX pays higher dividends than HBLIX: DIFGX (5.04) vs HBLIX (3.58). DIFGX was incepted earlier than HBLIX: DIFGX (17 years) vs HBLIX (15 years). DIFGX (0.70) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. DIFGX (48.00). DIFGX has a lower initial minimum investment than HBLIX: DIFGX (0) vs HBLIX (2000). DIFGX annual gain was more profitable for investors over the last year : 8.44 vs. HBLIX (6.97). HBLIX return over 5 years is better than : 19.44 vs. DIFGX (7.69).
| DIFGX | HBLIX | DIFGX / HBLIX | |
| Total Expense Ratio | 0.64 | 0.65 | 98% |
| Annual Report Gross Expense Ratio | 0.70 | 0.65 | 108% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 5.153 | 6.236 | 83% |
| 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 | 5.04 | 3.58 | 141% |
| Returns for 1 year | 8.44 | 6.97 | 121% |
| Returns for 3 years | 20.68 | 17.06 | 121% |
| Returns for 5 years | 7.69 | 19.44 | 40% |
| Returns for 10 years | 43.51 | 44.23 | 98% |
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