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DIFGX vs HBLYX
DIFGX vs HBLYX Comparison
Open Charts DIFGX vs HBLYX
MFS Diversified Income R4
Price$12.51
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.88B
Hartford Balanced Income Y
Price$15.28
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.81B
DIFGX vs HBLYX Comparison Chart in %
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DIFGX vs. HBLYX commentary
Oct 19, 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. DIFGX (1.88B). DIFGX pays higher dividends than HBLYX: DIFGX (5.31) vs HBLYX (3.44). DIFGX was incepted earlier than HBLYX: DIFGX (17 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 : 5.31 vs. HBLYX (2.51). DIFGX return over 5 years is better than : 21.00 vs. HBLYX (17.35).
| DIFGX | HBLYX | DIFGX / HBLYX | |
| Total Expense Ratio | 0.64 | 0.67 | 96% |
| Annual Report Gross Expense Ratio | 0.71 | 0.67 | 106% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 7.879 | 9.048 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 11.8B | 16% |
| Annual Yield % from dividends | 5.31 | 3.44 | 154% |
| Returns for 1 year | 5.31 | 2.51 | 211% |
| Returns for 3 years | 32.37 | 25.18 | 129% |
| Returns for 5 years | 21.00 | 17.35 | 121% |
| Returns for 10 years | 50.05 | 48.84 | 102% |
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