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DIFGX vs HBLYX
DIFGX vs HBLYX Comparison
Open Charts DIFGX vs HBLYX
MFS Diversified Income R4
Price$12.49
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets1.87B
Hartford Balanced Income Y
Price$15.32
Change-$0.07 (-0.45%)
VolumeN/A
Net Assets11.68B
DIFGX vs HBLYX Comparison Chart in %
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DIFGX vs. HBLYX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. DIFGX (1.87B). DIFGX pays higher dividends than HBLYX: DIFGX (5.44) 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 : 7.40 vs. HBLYX (3.92). DIFGX return over 5 years is better than : 18.91 vs. HBLYX (15.53).
| 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 | 8.640 | 9.833 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 11.7B | 16% |
| Annual Yield % from dividends | 5.44 | 3.44 | 158% |
| Returns for 1 year | 7.40 | 3.92 | 189% |
| Returns for 3 years | 27.58 | 19.33 | 143% |
| Returns for 5 years | 18.91 | 15.53 | 122% |
| Returns for 10 years | 53.97 | 50.47 | 107% |
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