HBLYX vs. DIFIX
Compare and contrast key facts about The Hartford Balanced Income Fund (HBLYX) and MFS Diversified Income Fund (DIFIX).
HBLYX is managed by Hartford. It was launched on Jul 30, 2006. DIFIX is managed by MFS. It was launched on May 25, 2006.
Performance
HBLYX vs. DIFIX - Performance Comparison
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HBLYX vs. DIFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HBLYX The Hartford Balanced Income Fund | -0.74% | 10.03% | 9.00% | 7.95% | -8.18% | 10.01% | 7.73% | 19.36% | -4.82% | 11.78% |
DIFIX MFS Diversified Income Fund | 0.86% | 9.73% | 4.60% | 8.84% | -13.55% | 9.26% | 2.17% | 17.69% | -3.41% | 8.94% |
Returns By Period
In the year-to-date period, HBLYX achieves a -0.74% return, which is significantly lower than DIFIX's 0.86% return. Over the past 10 years, HBLYX has outperformed DIFIX with an annualized return of 6.68%, while DIFIX has yielded a comparatively lower 4.71% annualized return.
HBLYX
- 1D
- 0.82%
- 1M
- -4.24%
- YTD
- -0.74%
- 6M
- 1.01%
- 1Y
- 6.91%
- 3Y*
- 8.35%
- 5Y*
- 4.83%
- 10Y*
- 6.68%
DIFIX
- 1D
- 0.81%
- 1M
- -3.18%
- YTD
- 0.86%
- 6M
- 2.35%
- 1Y
- 8.13%
- 3Y*
- 7.02%
- 5Y*
- 3.12%
- 10Y*
- 4.71%
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HBLYX vs. DIFIX - Expense Ratio Comparison
HBLYX has a 0.64% expense ratio, which is lower than DIFIX's 0.73% expense ratio.
Return for Risk
HBLYX vs. DIFIX — Risk / Return Rank
HBLYX
DIFIX
HBLYX vs. DIFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Balanced Income Fund (HBLYX) and MFS Diversified Income Fund (DIFIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| HBLYX | DIFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.45 | -0.53 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.94 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.28 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 1.82 | -0.55 |
Martin ratioReturn relative to average drawdown | 5.01 | 7.20 | -2.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HBLYX | DIFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.45 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.46 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.63 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.64 | +0.17 |
Correlation
The correlation between HBLYX and DIFIX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
HBLYX vs. DIFIX - Dividend Comparison
HBLYX's dividend yield for the trailing twelve months is around 7.02%, more than DIFIX's 5.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HBLYX The Hartford Balanced Income Fund | 7.02% | 6.97% | 9.70% | 3.44% | 6.90% | 7.00% | 2.83% | 3.49% | 7.25% | 5.58% | 3.89% | 4.54% |
DIFIX MFS Diversified Income Fund | 5.36% | 5.62% | 3.86% | 3.12% | 3.99% | 4.95% | 2.83% | 3.13% | 4.39% | 3.79% | 3.76% | 7.57% |
Drawdowns
HBLYX vs. DIFIX - Drawdown Comparison
The maximum HBLYX drawdown since its inception was -31.36%, smaller than the maximum DIFIX drawdown of -35.04%. Use the drawdown chart below to compare losses from any high point for HBLYX and DIFIX.
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Drawdown Indicators
| HBLYX | DIFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.36% | -35.04% | +3.68% |
Max Drawdown (1Y)Largest decline over 1 year | -5.90% | -4.91% | -0.99% |
Max Drawdown (5Y)Largest decline over 5 years | -15.92% | -19.70% | +3.78% |
Max Drawdown (10Y)Largest decline over 10 years | -23.19% | -23.69% | +0.50% |
Current DrawdownCurrent decline from peak | -4.55% | -3.47% | -1.08% |
Average DrawdownAverage peak-to-trough decline | -3.10% | -3.89% | +0.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.49% | 1.24% | +0.25% |
Volatility
HBLYX vs. DIFIX - Volatility Comparison
The Hartford Balanced Income Fund (HBLYX) has a higher volatility of 2.73% compared to MFS Diversified Income Fund (DIFIX) at 2.25%. This indicates that HBLYX's price experiences larger fluctuations and is considered to be riskier than DIFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HBLYX | DIFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.73% | 2.25% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 4.42% | 3.45% | +0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.61% | 5.77% | +1.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.96% | 6.80% | +1.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.38% | 7.49% | +0.89% |