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DIFGX vs HBLYX
DIFGX vs HBLYX Comparison
Open Charts DIFGX vs HBLYX
MFS Diversified Income R4
Price$12.69
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
DIFGX vs HBLYX Comparison Chart in %
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DIFGX 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 DIFGX is a Buy and HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. DIFGX (1.85B). DIFGX pays higher dividends than HBLYX: DIFGX (5.63) vs HBLYX (3.36). DIFGX was incepted earlier than HBLYX: DIFGX (18 years) vs HBLYX (20 years). DIFGX (0.71) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 90.00 vs. DIFGX (48.00). DIFGX has a lower initial minimum investment than HBLYX: DIFGX (0) vs HBLYX (250000). DIFGX annual gain was more profitable for investors over the last year : 10.24 vs. HBLYX (6.41). DIFGX return over 5 years is better than : 17.58 vs. HBLYX (12.44).
| DIFGX | HBLYX | DIFGX / HBLYX | |
| Total Expense Ratio | 0.64 | 0.67 | 96% |
| Annual Report Gross Expense Ratio | 0.71 | 0.67 | 106% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 1.942 | 2.096 | 93% |
| 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 | 5.63 | 3.36 | 168% |
| Returns for 1 year | 10.24 | 6.41 | 160% |
| Returns for 3 years | 22.48 | 16.50 | 136% |
| Returns for 5 years | 17.58 | 12.44 | 141% |
| Returns for 10 years | 66.15 | 55.68 | 119% |
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