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HBLAX vs MACVX
HBLAX vs MACVX Comparison
Open Charts HBLAX vs MACVX
Hartford Balanced Income A
Price$14.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.86B
MFS Conservative Allocation C
Price$16.70
Change-$0.07 (-0.42%)
VolumeN/A
Net Assets3.67B
HBLAX vs MACVX Comparison Chart in %
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HBLAX vs. MACVX commentary
Jul 15, 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: 11.9B vs. MACVX (3.67B). HBLAX pays higher dividends than MACVX: HBLAX (3.35) vs MACVX (2.21). 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 (3.00). 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). HBLAX annual gain was more profitable for investors over the last year : 3.97 vs. MACVX (2.43). HBLAX return over 5 years is better than : 15.29 vs. MACVX (13.16).
| 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 | 5.470 | 4.949 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 250 | 800% |
| Net Assets | 11.9B | 3.67B | 324% |
| Annual Yield % from dividends | 3.35 | 2.21 | 152% |
| Returns for 1 year | 3.97 | 2.43 | 163% |
| Returns for 3 years | 15.75 | 15.08 | 104% |
| Returns for 5 years | 15.29 | 13.16 | 116% |
| Returns for 10 years | 39.21 | 30.86 | 127% |
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