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DIFIX vs HBLYX
DIFIX vs HBLYX Comparison
Open Charts DIFIX vs HBLYX
MFS Diversified Income I
Price$12.63
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets1.85B
Hartford Balanced Income Y
Price$15.05
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets11.64B
DIFIX vs HBLYX Comparison Chart in %
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DIFIX vs. HBLYX commentary
Jan 15, 2026
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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. DIFIX (1.85B). DIFIX pays higher dividends than HBLYX: DIFIX (5.62) vs HBLYX (3.42). 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 : 11.48 vs. HBLYX (8.57). DIFIX return over 5 years is better than : 17.32 vs. HBLYX (11.79).
| 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 | 0.959 | 1.758 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 11.6B | 16% |
| Annual Yield % from dividends | 5.62 | 3.42 | 165% |
| Returns for 1 year | 11.48 | 8.57 | 134% |
| Returns for 3 years | 22.80 | 16.28 | 140% |
| Returns for 5 years | 17.32 | 11.79 | 147% |
| Returns for 10 years | 64.58 | 56.89 | 114% |
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