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HBLAX vs MACFX
HBLAX vs MACFX Comparison
Open Charts HBLAX vs MACFX
Hartford Balanced Income A
Price$14.31
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets11.64B
MFS Conservative Allocation A
Price$16.50
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets3.67B
HBLAX vs MACFX Comparison Chart
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HBLAX vs. MACFX commentary
May 03, 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 Buy and MACFX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. MACFX (3.67B). HBLAX pays higher dividends than MACFX: HBLAX (3.41) vs MACFX (3.03). 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 : 3.81 vs. MACFX (3.51). MACFX return over 5 years is better than : 21.54 vs. HBLAX (18.28).
| 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 | 1.309 | 1.770 | 74% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 250 | 800% |
| Net Assets | 11.6B | 3.67B | 316% |
| Annual Yield % from dividends | 3.41 | 3.03 | 113% |
| Returns for 1 year | 3.81 | 3.51 | 108% |
| Returns for 3 years | 7.19 | 8.59 | 84% |
| Returns for 5 years | 18.28 | 21.54 | 85% |
| Returns for 10 years | 32.06 | 35.67 | 90% |