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DIFGX vs HBLYX
DIFGX vs HBLYX Comparison
Open Charts DIFGX vs HBLYX
MFS Diversified Income R4
Price$12.53
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.84B
Hartford Balanced Income Y
Price$15.00
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
DIFGX vs HBLYX Comparison Chart in %
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DIFGX vs. HBLYX commentary
Dec 28, 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 StrongBuy and HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. DIFGX (1.84B). DIFGX pays higher dividends than HBLYX: DIFGX (5.51) vs HBLYX (3.38). DIFGX was incepted earlier than HBLYX: DIFGX (18 years) vs HBLYX (19 years). DIFGX (0.71) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 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 : 8.96 vs. HBLYX (6.64). DIFGX return over 5 years is better than : 17.07 vs. HBLYX (11.25).
| 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 | 19 years | - |
| Gain YTD | 8.640 | 7.050 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 11.7B | 16% |
| Annual Yield % from dividends | 5.51 | 3.38 | 163% |
| Returns for 1 year | 8.96 | 6.64 | 135% |
| Returns for 3 years | 25.28 | 18.62 | 136% |
| Returns for 5 years | 17.07 | 11.25 | 152% |
| Returns for 10 years | 57.36 | 48.63 | 118% |
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