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HBLAX vs MACFX
HBLAX vs MACFX Comparison
Open Charts HBLAX vs MACFX
Hartford Balanced Income A
Price$14.69
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.82B
MFS Conservative Allocation A
Price$17.03
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets3.67B
HBLAX vs MACFX Comparison Chart in %
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HBLAX vs. MACFX commentary
Jul 20, 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 HBLAX is a StrongBuy and MACFX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. MACFX (3.67B). HBLAX pays higher dividends than MACFX: HBLAX (3.35) vs MACFX (2.92). HBLAX was incepted earlier than MACFX: HBLAX (19 years) vs MACFX (23 years). HBLAX (0.89) is less costly to investors than MACFX (0.83). HBLAX is a more actively managed with annual turnover of: 61.00 vs. MACFX (3.00). MACFX (6%) and HBLAX (6%) have equivalent initial investment costs. MACFX has a lower initial minimum investment than HBLAX: MACFX (1000) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to MACFX: HBLAX (2000) vs MACFX (250). MACFX annual gain was more profitable for investors over the last year : 3.42 vs. HBLAX (3.12). MACFX return over 5 years is better than : 16.64 vs. HBLAX (14.59).
| HBLAX | MACFX | HBLAX / MACFX | |
| Total Expense Ratio | 0.89 | 0.83 | 107% |
| Annual Report Gross Expense Ratio | 0.89 | 0.83 | 107% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 5.398 | 5.611 | 96% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 250 | 800% |
| Net Assets | 11.8B | 3.67B | 322% |
| Annual Yield % from dividends | 3.35 | 2.92 | 115% |
| Returns for 1 year | 3.12 | 3.42 | 91% |
| Returns for 3 years | 14.94 | 16.58 | 90% |
| Returns for 5 years | 14.59 | 16.64 | 88% |
| Returns for 10 years | 39.53 | 40.83 | 97% |
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