Interact to see
Advertisement
Advertisement
DIFHX vs HBLYX
DIFHX vs HBLYX Comparison
Open Charts DIFHX vs HBLYX
MFS Diversified Income R6
Price$12.40
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets1.9B
Hartford Balanced Income Y
Price$15.19
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets11.89B
DIFHX vs HBLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DIFHX vs. HBLYX commentary
Aug 20, 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 DIFHX is a StrongBuy and HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. DIFHX (1.9B). DIFHX pays higher dividends than HBLYX: DIFHX (5.25) vs HBLYX (3.51). DIFHX was incepted earlier than HBLYX: DIFHX (13 years) vs HBLYX (19 years). HBLYX (0.67) is less costly to investors than DIFHX (0.62). HBLYX is a more actively managed with annual turnover of: 61.00 vs. DIFHX (48.00). DIFHX has a lower initial minimum investment than HBLYX: DIFHX (0) vs HBLYX (250000). DIFHX annual gain was more profitable for investors over the last year : 5.30 vs. HBLYX (3.84). DIFHX return over 5 years is better than : 19.10 vs. HBLYX (17.12).
| DIFHX | HBLYX | DIFHX / HBLYX | |
| Total Expense Ratio | 0.55 | 0.67 | 82% |
| Annual Report Gross Expense Ratio | 0.62 | 0.67 | 93% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 5.531 | 7.481 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 11.9B | 16% |
| Annual Yield % from dividends | 5.25 | 3.51 | 150% |
| Returns for 1 year | 5.30 | 3.84 | 138% |
| Returns for 3 years | 18.77 | 13.41 | 140% |
| Returns for 5 years | 19.10 | 17.12 | 112% |
| Returns for 10 years | 48.62 | 49.11 | 99% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement