Interact to see
Advertisement
Advertisement
HBLAX vs MACVX
HBLAX vs MACVX Comparison
Open Charts HBLAX vs MACVX
Hartford Balanced Income A
Price$15.13
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.83B
MFS Conservative Allocation C
Price$17.21
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets3.72B
HBLAX vs MACVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLAX vs. MACVX commentary
Oct 27, 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 MACVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. MACVX (3.72B). HBLAX pays higher dividends than MACVX: HBLAX (3.29) vs MACVX (2.10). HBLAX was incepted earlier than MACVX: HBLAX (19 years) vs MACVX (23 years). MACVX (1.58) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. MACVX (5.00). MACVX has a lower initial minimum investment than HBLAX: MACVX (1000) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to MACVX: HBLAX (2000) vs MACVX (250). MACVX (3.69) and HBLAX (3.56) have marching annual gain over last year. HBLAX return over 5 years is better than : 17.27 vs. MACVX (12.22).
| HBLAX | MACVX | HBLAX / MACVX | |
| Total Expense Ratio | 0.89 | 1.58 | 56% |
| Annual Report Gross Expense Ratio | 0.89 | 1.58 | 56% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 9.446 | 8.648 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 250 | 800% |
| Net Assets | 11.8B | 3.72B | 317% |
| Annual Yield % from dividends | 3.29 | 2.10 | 156% |
| Returns for 1 year | 3.56 | 3.69 | 96% |
| Returns for 3 years | 23.92 | 23.08 | 104% |
| Returns for 5 years | 17.27 | 12.22 | 141% |
| Returns for 10 years | 44.32 | 37.81 | 117% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers