HBLAX
Price
$14.53
Change
+$0.03 (+0.21%)
Updated
Jun 4 closing price
Net Assets
11.74B
MACFX
Price
$16.83
Change
+$0.06 (+0.36%)
Updated
Jun 4 closing price
Net Assets
3.67B
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HBLAX vs MACFX

Header iconHBLAX vs MACFX Comparison
Open Charts HBLAX vs MACFXBanner chart's image
Hartford Balanced Income A
Price$14.53
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets11.74B
MFS Conservative Allocation A
Price$16.83
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets3.67B
HBLAX vs MACFX Comparison Chart
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HBLAX vs. MACFX commentary
Jun 05, 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.

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FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. MACFX (3.67B). HBLAX pays higher dividends than MACFX: HBLAX (3.37) vs MACFX (2.97). 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). HBLAX annual gain was more profitable for investors over the last year : 3.59 vs. MACFX (3.19). MACFX return over 5 years is better than : 15.82 vs. HBLAX (11.99).
HBLAXMACFXHBLAX / MACFX
Total Expense Ratio0.890.83107%
Annual Report Gross Expense Ratio0.890.83107%
Fund Existence19 years23 years-
Gain YTD3.1593.43592%
Front Load6%6%96%
Min. Initial Investment20001000200%
Min. Initial Investment IRA2000250800%
Net Assets11.7B3.67B319%
Annual Yield % from dividends3.372.97113%
Returns for 1 year3.593.19112%
Returns for 3 years7.9010.0479%
Returns for 5 years11.9915.8276%
Returns for 10 years35.8738.5493%
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