Interact to see
Advertisement
Advertisement
HBLSX vs MACFX
HBLSX vs MACFX Comparison
Open Charts HBLSX vs MACFX
Hartford Balanced Income R4
Price$14.72
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.76B
MFS Conservative Allocation A
Price$16.98
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets3.67B
HBLSX vs MACFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLSX vs. MACFX commentary
Jun 29, 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 Buy and MACFX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B 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 : 5.57 vs. MACFX (4.29). MACFX return over 5 years is better than : 19.65 vs. HBLSX (18.35).
| 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 | 4.955 | 5.115 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 11.8B | 3.67B | 322% |
| Annual Yield % from dividends | 3.26 | 2.97 | 110% |
| Returns for 1 year | 5.57 | 4.29 | 130% |
| Returns for 3 years | 15.46 | 17.14 | 90% |
| Returns for 5 years | 18.35 | 19.65 | 93% |
| Returns for 10 years | 39.50 | 41.30 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HCOW | 22.81 | 0.38 | +1.69% |
| Amplify COWS Covered Call ETF | |||
| UPRO | 90.12 | 1.20 | +1.35% |
| ProShares UltraPro S&P500 | |||
| PCEF | 19.48 | 0.05 | +0.26% |
| Invesco CEF Income Composite ETF | |||
| XBB | 41.02 | 0.08 | +0.19% |
| BondBloxx BB Rated USD HY Corp Bd ETF | |||
| BRZU | 62.32 | -0.10 | -0.16% |
| Direxion Daily MSCI Brazil Bull 2X ETF | |||