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DIFIX vs HBLIX
DIFIX vs HBLIX Comparison
Open Charts DIFIX vs HBLIX
MFS Diversified Income I
Price$12.22
Change-$0.07 (-0.57%)
VolumeN/A
Net Assets1.92B
Hartford Balanced Income I
Price$14.61
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.86B
DIFIX vs HBLIX Comparison Chart
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DIFIX vs. HBLIX commentary
Jun 15, 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 DIFIX is a Hold and HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. DIFIX (1.93B). DIFIX pays higher dividends than HBLIX: DIFIX (5.02) vs HBLIX (3.60). DIFIX was incepted earlier than HBLIX: DIFIX (19 years) vs HBLIX (15 years). DIFIX (0.70) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. DIFIX (48.00). DIFIX has a lower initial minimum investment than HBLIX: DIFIX (0) vs HBLIX (2000). DIFIX annual gain was more profitable for investors over the last year : 6.69 vs. HBLIX (4.69). DIFIX return over 5 years is better than : 19.76 vs. HBLIX (17.43).
| DIFIX | HBLIX | DIFIX / HBLIX | |
| Total Expense Ratio | 0.64 | 0.65 | 98% |
| Annual Report Gross Expense Ratio | 0.70 | 0.65 | 108% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 3.419 | 4.002 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 11.9B | 16% |
| Annual Yield % from dividends | 5.02 | 3.60 | 139% |
| Returns for 1 year | 6.69 | 4.69 | 143% |
| Returns for 3 years | 20.45 | 16.66 | 123% |
| Returns for 5 years | 19.76 | 17.43 | 113% |
| Returns for 10 years | 39.21 | 39.57 | 99% |
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