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HBLAX vs MACFX
HBLAX vs MACFX Comparison
Open Charts HBLAX vs MACFX
Hartford Balanced Income A
Price$14.68
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets11.86B
MFS Conservative Allocation A
Price$16.98
Change+$0.09 (+0.53%)
VolumeN/A
Net Assets3.67B
HBLAX vs MACFX Comparison Chart in %
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HBLAX vs. MACFX commentary
Jun 26, 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: 11.9B 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 : 4.65 vs. MACFX (3.13). MACFX (17.84) and HBLAX (17.16) have equivalent 5 years return.
| 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 | 4.724 | 4.175 | 113% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 250 | 800% |
| Net Assets | 11.9B | 3.67B | 324% |
| Annual Yield % from dividends | 3.37 | 2.97 | 113% |
| Returns for 1 year | 4.65 | 3.13 | 149% |
| Returns for 3 years | 14.63 | 14.92 | 98% |
| Returns for 5 years | 17.16 | 17.84 | 96% |
| Returns for 10 years | 38.13 | 39.19 | 97% |
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