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HBLCX vs MACVX
HBLCX vs MACVX Comparison
Open Charts HBLCX vs MACVX
Hartford Balanced Income C
Price$14.84
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
HBLCX vs MACVX Comparison Chart in %
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HBLCX 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 HBLCX is a Buy and MACVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. MACVX (3.72B). HBLCX pays higher dividends than MACVX: HBLCX (2.58) vs MACVX (2.10). HBLCX was incepted earlier than MACVX: HBLCX (19 years) vs MACVX (23 years). HBLCX (1.64) and MACVX (1.58) have similar cost to investors . HBLCX is a more actively managed with annual turnover of: 61.00 vs. MACVX (5.00). MACVX has a lower initial minimum investment than HBLCX: MACVX (1000) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to MACVX: HBLCX (2000) vs MACVX (250). MACVX annual gain was more profitable for investors over the last year : 3.69 vs. HBLCX (2.65). HBLCX (12.78) and MACVX (12.22) have equivalent 5 years return.
| HBLCX | MACVX | HBLCX / MACVX | |
| Total Expense Ratio | 1.64 | 1.58 | 104% |
| Annual Report Gross Expense Ratio | 1.64 | 1.58 | 104% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 8.749 | 8.648 | 101% |
| Front Load | N/A | 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 | 2.58 | 2.10 | 123% |
| Returns for 1 year | 2.65 | 3.69 | 72% |
| Returns for 3 years | 20.95 | 23.08 | 91% |
| Returns for 5 years | 12.78 | 12.22 | 105% |
| Returns for 10 years | 34.57 | 37.81 | 91% |
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