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HBLSX vs MACFX
HBLSX vs MACFX Comparison
Open Charts HBLSX vs MACFX
Hartford Balanced Income R4
Price$14.62
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.74B
MFS Conservative Allocation A
Price$16.83
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets3.67B
HBLSX vs MACFX Comparison Chart
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HBLSX vs. MACFX commentary
Jun 07, 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 HBLSX is a StrongBuy and MACFX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.7B vs. MACFX (3.67B). HBLSX pays higher dividends than MACFX: HBLSX (3.26) vs MACFX (2.97). HBLSX was incepted earlier than MACFX: HBLSX (15 years) vs MACFX (23 years). HBLSX (0.96) is less costly to investors than MACFX (0.83). HBLSX is a more actively managed with annual turnover of: 61.00 vs. MACFX (3.00). HBLSX has a lower initial minimum investment than MACFX: HBLSX (0) vs MACFX (1000). HBLSX annual gain was more profitable for investors over the last year : 3.47 vs. MACFX (2.89). MACFX return over 5 years is better than : 16.10 vs. HBLSX (11.71).
| HBLSX | MACFX | HBLSX / MACFX | |
| Total Expense Ratio | 0.96 | 0.83 | 116% |
| Annual Report Gross Expense Ratio | 0.96 | 0.83 | 116% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 3.251 | 3.682 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 11.7B | 3.67B | 319% |
| Annual Yield % from dividends | 3.26 | 2.97 | 110% |
| Returns for 1 year | 3.47 | 2.89 | 120% |
| Returns for 3 years | 7.22 | 9.96 | 72% |
| Returns for 5 years | 11.71 | 16.10 | 73% |
| Returns for 10 years | 35.82 | 39.15 | 92% |
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