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DIFIX vs HBLYX
DIFIX vs HBLYX Comparison
Open Charts DIFIX vs HBLYX
MFS Diversified Income I
Price$12.53
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.84B
Hartford Balanced Income Y
Price$14.99
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.65B
DIFIX vs HBLYX Comparison Chart in %
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DIFIX vs. HBLYX commentary
Dec 25, 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 StrongBuy and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. DIFIX (1.84B). DIFIX pays higher dividends than HBLYX: DIFIX (5.51) vs HBLYX (3.38). DIFIX was incepted earlier than HBLYX: DIFIX (20 years) vs HBLYX (19 years). DIFIX (0.71) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. DIFIX (48.00). DIFIX has a lower initial minimum investment than HBLYX: DIFIX (0) vs HBLYX (250000). DIFIX annual gain was more profitable for investors over the last year : 9.05 vs. HBLYX (6.71). DIFIX return over 5 years is better than : 17.03 vs. HBLYX (11.17).
| DIFIX | HBLYX | DIFIX / HBLYX | |
| Total Expense Ratio | 0.64 | 0.67 | 96% |
| Annual Report Gross Expense Ratio | 0.71 | 0.67 | 106% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 8.730 | 6.978 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 11.6B | 16% |
| Annual Yield % from dividends | 5.51 | 3.38 | 163% |
| Returns for 1 year | 9.05 | 6.71 | 135% |
| Returns for 3 years | 24.82 | 18.12 | 137% |
| Returns for 5 years | 17.03 | 11.17 | 152% |
| Returns for 10 years | 56.75 | 48.23 | 118% |
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