Interact to see
Advertisement
Advertisement
DIFIX vs HBLYX
DIFIX vs HBLYX Comparison
Open Charts DIFIX vs HBLYX
MFS Diversified Income I
Price$12.54
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets1.86B
Hartford Balanced Income Y
Price$15.53
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets11.75B
DIFIX vs HBLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DIFIX vs. HBLYX commentary
Dec 04, 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 Buy and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. DIFIX (1.86B). 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 : 5.90 vs. HBLYX (2.92). DIFIX return over 5 years is better than : 17.29 vs. HBLYX (13.86).
| 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 | 8.556 | 10.118 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 11.8B | 16% |
| Annual Yield % from dividends | 5.51 | 3.38 | 163% |
| Returns for 1 year | 5.90 | 2.92 | 202% |
| Returns for 3 years | 23.01 | 15.62 | 147% |
| Returns for 5 years | 17.29 | 13.86 | 125% |
| Returns for 10 years | 51.23 | 48.85 | 105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ACGR | 66.44 | 1.21 | +1.85% |
| American Century Large Cap Growth ETF | |||
| TSYY | 6.04 | N/A | N/A |
| GraniteShares YieldBOOST TSLA ETF | |||
| EMCR | 36.54 | -0.01 | -0.02% |
| Xtrackers EM CarbReduc&ClimtImprvs ETF | |||
| FREL | 27.32 | -0.10 | -0.35% |
| Fidelity MSCI Real Estate ETF | |||
| MLPB | 25.44 | -0.24 | -0.93% |
| UBS ETRACS Alerian MLPInfrs ETN SerB | |||