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DIFGX vs HBLIX
DIFGX vs HBLIX Comparison
Open Charts DIFGX vs HBLIX
MFS Diversified Income R4
Price$12.22
Change-$0.07 (-0.57%)
VolumeN/A
Net Assets1.91B
Hartford Balanced Income I
Price$14.61
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.79B
DIFGX vs HBLIX Comparison Chart
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DIFGX vs. HBLIX commentary
Jun 16, 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: 11.8B vs. DIFGX (1.91B). DIFGX pays higher dividends than HBLIX: DIFGX (5.02) vs HBLIX (3.60). 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 : 6.69 vs. HBLIX (4.69). DIFGX return over 5 years is better than : 19.89 vs. HBLIX (17.43).
| 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 | 3.334 | 4.002 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 11.8B | 16% |
| Annual Yield % from dividends | 5.02 | 3.60 | 139% |
| Returns for 1 year | 6.69 | 4.69 | 143% |
| Returns for 3 years | 20.47 | 16.66 | 123% |
| Returns for 5 years | 19.89 | 17.43 | 114% |
| Returns for 10 years | 40.72 | 39.57 | 103% |
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