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HBLRX vs MACVX
HBLRX vs MACVX Comparison
Open Charts HBLRX vs MACVX
Hartford Balanced Income R3
Price$15.22
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
HBLRX vs MACVX Comparison Chart in %
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HBLRX 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 HBLRX is a Buy and MACVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. MACVX (3.72B). HBLRX pays higher dividends than MACVX: HBLRX (2.89) vs MACVX (2.10). HBLRX was incepted earlier than MACVX: HBLRX (15 years) vs MACVX (23 years). MACVX (1.58) is less costly to investors than HBLRX (1.28). HBLRX is a more actively managed with annual turnover of: 61.00 vs. MACVX (5.00). HBLRX has a lower initial minimum investment than MACVX: HBLRX (0) vs MACVX (1000). MACVX annual gain was more profitable for investors over the last year : 3.69 vs. HBLRX (3.19). HBLRX return over 5 years is better than : 15.17 vs. MACVX (12.22).
| HBLRX | MACVX | HBLRX / MACVX | |
| Total Expense Ratio | 1.28 | 1.58 | 81% |
| Annual Report Gross Expense Ratio | 1.28 | 1.58 | 81% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 9.143 | 8.648 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 11.8B | 3.72B | 317% |
| Annual Yield % from dividends | 2.89 | 2.10 | 137% |
| Returns for 1 year | 3.19 | 3.69 | 87% |
| Returns for 3 years | 22.61 | 23.08 | 98% |
| Returns for 5 years | 15.17 | 12.22 | 124% |
| Returns for 10 years | 40.08 | 37.81 | 106% |
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