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HBLRX vs MACVX
HBLRX vs MACVX Comparison
Open Charts HBLRX vs MACVX
Hartford Balanced Income R3
Price$15.19
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.96B
MFS Conservative Allocation C
Price$17.18
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets3.74B
HBLRX vs MACVX Comparison Chart in %
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HBLRX 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 HBLRX is a Hold and MACVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. MACVX (3.74B). HBLRX pays higher dividends than MACVX: HBLRX (2.88) vs MACVX (2.18). 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 (2.19) and HBLRX (2.16) have marching annual gain over last year. HBLRX return over 5 years is better than : 14.34 vs. MACVX (12.56).
| 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 | 8.293 | 7.966 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 12B | 3.74B | 321% |
| Annual Yield % from dividends | 2.88 | 2.18 | 132% |
| Returns for 1 year | 2.16 | 2.19 | 99% |
| Returns for 3 years | 17.99 | 18.85 | 95% |
| Returns for 5 years | 14.34 | 12.56 | 114% |
| Returns for 10 years | 43.78 | 38.58 | 113% |
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