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HBLAX vs MACVX
HBLAX vs MACVX Comparison
Open Charts HBLAX vs MACVX
Hartford Balanced Income A
Price$15.12
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.96B
MFS Conservative Allocation C
Price$17.18
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets3.74B
HBLAX vs MACVX Comparison Chart in %
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HBLAX vs. MACVX commentary
Sep 18, 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 Hold and MACVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. MACVX (3.74B). HBLAX pays higher dividends than MACVX: HBLAX (3.28) vs MACVX (2.18). 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). HBLAX annual gain was more profitable for investors over the last year : 2.53 vs. MACVX (2.19). HBLAX return over 5 years is better than : 16.36 vs. MACVX (12.56).
| 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 | 8.555 | 7.966 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 250 | 800% |
| Net Assets | 12B | 3.74B | 321% |
| Annual Yield % from dividends | 3.28 | 2.18 | 151% |
| Returns for 1 year | 2.53 | 2.19 | 115% |
| Returns for 3 years | 19.23 | 18.85 | 102% |
| Returns for 5 years | 16.36 | 12.56 | 130% |
| Returns for 10 years | 48.02 | 38.58 | 124% |
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